Being able to receive attachments via Email from our Leads & Contacts
complete
D
Dominic Bergeron
As we speak it's not possible to receive attachments via email when a leads or a contact wants to send us documents or pictures.So we need to give them our email address and deal with this outside of HL which is not user-friendly for our customers.We'd like to be able to manage everything within HL :)
HIGHLVL-I-808
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Core Platform
complete
t
test test
Currently to collect attachments you have to create forms and then funnel pages to have the attachments upload into the custom fields. This is the best way to keep it all organized. If there was a better way that didnt take up as much Contact space on the left that would be amazing. Currently we have clients with multiple what we call folders in the contacts that have all these custom fields for all the form uploads/attachments that the contact needs. Not super efficient
J
Janine Henderson
It would be good to be able to attach a document to a contact
Core Platform
under review