LeadConnector available for file sharing on iOS
A
Adler Araujo
I would like to suggest that LeadConnector could appear in the list of iOS apps for file sharing (photos, PDFs). Many times, we have a payment receipt on WhatsApp that we need to send to a contact in the LeadConnector conversations module and we have to go the long way of saving the file on the cell phone, opening the LC, opening the contact, inserting a file, showing the folder where the file is and then attaching it.
It would be very practical to be able to share the file (example: photo or file on WhatsApp), directly on the LC, already choosing the contact where the file will be sent as an attachment.
Great time optimization for those who use LC mobile on iOS.
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S
Sales & Marketing
Merged in a post:
Native iOS Share Extension (Direct "Share to App" Workflow)
J
J Gray
Please implement a native iOS Share Extension for the mobile app. Currently, moving a document (PDF, Image) from an external source (like JobNimbus, Google Drive, or Mail) into mobile app requires a multi-step workaround: saving to local "Files" first, then opening mobile app, and manually uploading.
The Request: Add mobile app to the iOS Share Sheet options. When a user taps "Share" on a file in any other app, they should be able to:
- Select the mobile app app icon.
- Search/Select the Contact or Opportunity.
- Upload the file directly to that record.
Why: This is a critical workflow efficiency for field sales teams using iPads, similar to how the JobNimbus app allows "Save to JobNimbus" directly from external sources.
B
Bryce Claudin
def useful!