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Categories CRM App
Created by Guest
Created on Jul 9, 2019

Copy documents from another record option

It would be useful if you were able to copy documents from another lead/quote/problem from another customer.  This is useful for things like drawings that are stored from previous entries and the customer is reordering that item.

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  • Guest
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    Nov 10, 2020

    Yes this would be very useful. Especially if documents stored against previous quotes become relevant to new ones you are working on. It would save having to download from the previous quote and re-upload to the new quote.