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Connect files to communications

VeronicaSmythVeronicaSmyth Posts: 5 ✭✭

It would be awesome to be able to link or connect a file to an email in the communications tab.
For example, we fill out phone slips when a phone call is taken. Often times I will respond to the call with an email to the client. It would be great if I could then scan in the original slip and connect it with the email that is in canopy.

2 votes

New Idea · Last Updated


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