The ability to organize company documents into subsections
We have so many company documents and every time we are looking for a specific document we have to scroll through and try to interpret the file name as to which document it is. It would be nice if we could save and moved these company documents into subfiles we can edit. For example I can have a subfile for state building codes, the various manufactures installation and technical bulletins such as CT, OC, GAF, Iko, Elk, Celotex Malarky and Atlas ect. Inside those subfiles we can apply others in forms either by file type like brochures, tech bulletins, installation instructions or by product like CT-landmark, CT-Horizon, CT-Independence ect.
This would be the better option if we could then reference the shingle type in a custom field on the contact card so that all CT-Independence shingle homeowners in email and documents those documents would come up first for ease of access. Obviously this is a two part and I think more importantly the first part would be pretty easy for JobNimbus to do but the second part would be sweet.
Jon Lybrook
shared this idea
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Julie Wynn commented
This is critical and such a standard function of a CRM. We need to be able to organize as well as have versioning control.