Often there are times when files need to be retrieved from the attachments section of a record. For example, a customer has pictures that need to be uploaded to their portal along with the invoice. It works pretty slick to attach pictures to the record, but retrieving them requires opening each one and "Saving As" to a desired location.
It would save a lot of time if we could drag files out of the attachments window and into a Windows Explorer screen. This would allow users who didn't attach the pictures originally to retrieve them for temporary use (eg. uploading to a portal), while also leaving the files attached to the record.
by: Ryan B. | over a year ago | Review and Reporting
Comments
Great idea! Would be very helpful! - you can drag IN to Sage....but you can't drag back.
Yes! We have to email to ourselves and then take that attachment elsewhere.
We have many clients that require us to upload our docs for billing.