I would like to be able to drag a MS office document or email, or any other format, onto a memo box/active screen and have the memo give me an option to name it, where to save it, and the rest of the memo options. I know that items can be save and then attached, just an easier way to do it. Maybe the default path for saving can be set up.

Anyone trying to go paperless might benefit from the ease of this

its valuable because its easy,removes steps to create memos, and improves organization

an example would be:

a customer sends a request for quote I would like to attach their request to the MAS quote I prepare

a customer purchase order is emailed In, I would like to attach it to our sales order

a vendor emails a quote, the quote can be attached to the purchase order

a vendor emails a confirmation, I would like to attach that to the purchase order memo

by: Mike P. | over a year ago | Sales & Distribution