Search In Company Documents
you should have a search option in the document section
Krista Lynn Jeffries
shared this idea
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Chad
commented
Just being able to delete would be a useful feature as well. Only workaround we've found is to create document folders for the category of documents which are current, and then one "catch all" folder named "DOCUMENTS NO LONGER USED - DO NOT USE THESE" where we move all expired licenses, COI's, literature, etc. to. At least it gives somewhat of an ability to filter and organize. Good luck. Out of curiosity, have you been a JobNimbus user for long, or recently moved from a different CRM?
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Guillermo Molina Jr. commented
Surprised that this is not an option already. If a company has many documents, it would be nice to go in and look up a document to send or delete. For example, old state licenses can be looked up and deleted.
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Joshua Munoz commented
we are creating a enormous database of documents. Document are extremely useful, but, scrolling through just makes it a drag if you have hundreds