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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit LD-I-2282 Can we please add the feature that allows documents to be attached to contacts .

Attach a document to a particular contact like a CMA or individual document Merged

The ability to open a contact and see what documents have been provided or pertain to them would be ideal to house all info for one contact under that contact instead of going somewhere else to find the document. Documents may include a CMA, Tax info, a net sheet, etc...

  • Johanna Chandler
  • Jan 15 2022
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