Adding Attachments - Save to Customer | Voters

Adding Attachments - Save to Customer

Ryan Findling

When uploading an attachment to a job or quote, there should be an check box that says "Save Artwork to Customer Profile?" that saves the attachment to the customer's attachment section so re-adding that artwork is easy.

February 23, 2020

Jessica Lavoy

Merged in a post:

Ability to add new files to client files from sales order or quote stage

Ashlee Timko

Add a "check box" when adding new art at quote / sales order stage to add to the client files instead of having to return to the client to add attachments.

April 22, 2026