Give us feedback on ideas and let us know where to focus!
This idea has been merged into another idea. To comment or vote on this idea, please visit LD-I-806 Attach a single document to a single contact.
You won't be notified about changes to this idea.
Attach a document to client contact
Merged
Is there any way that you could add a feature that would allow us to save PDF documents into a client's contact file?
Merged
Attach a document to a particular contact like a CMA or individual document
Merged
Let us add Documents/Attachments to a Contact
Merged