Request for Enhanced Document Identification & Preview for Email Attachments
I'm experiencing a challenge in differentiating between various documents (quotes, invoices, etc.) when attaching them to emails within your system. Currently, the only distinguishing factor is the estimate or invoice number, which doesn't allow us to easily associate documents with specific project details.
To improve this process, I propose the following enhancements:
Display the "Internal Note" Next to All Documents: This additional description would help users identify the correct documents for attachment more efficiently.
Expandable Document Preview: Allowing users to click on a document's small image to see it in a larger format would provide visual confirmation of the content, aiding in the selection process.
These changes would save time and reduce errors in attaching the right documents to client emails. Your consideration of these suggestions is appreciated.
Brandon Fillinger
shared this idea
This has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.