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Product Suggestions
Categories CRM App
Created by Guest
Created on Aug 22, 2019

Choose document Type for an Imported Document

In Version 6 it was possible to choose which document type you would like an imported document to have.

This was selected before you dragged and dropped the document in.

In Prospect any document you import gets given a specific type and currently can not be changed.

 

Some customers run reports based on document type and it would be useful to be able to either choose the document type before / when dragging and dropping the documents into the system, or be able to go into the document record once dragged in and choose a type for it.

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