Attach scans

[William Stacey [C# MVP]]

Unless I am missing it. A big need is to be able to easily attach Scans
(i.e. scan to pdf) in one step to a contact and/or Account or Project. I
currently use OneNote for this, but using bcm would be better for organize
and linking scanned contracts and quotes to projects. I could scan to file
and link, but that is multiple steps. Low hanging fruit.

--wjs

 

[Luther]

Unless I am missing it.  A big need is to be able to easily attach Scans
(i.e. scan to pdf) in one step to a contact and/or Account or Project.  I
currently use OneNote for this, but using bcm would be better for organize
and linking scanned contracts and quotes to projects.  I could scan to file
and link, but that is multiple steps.  Low hanging fruit.

--wjs

Perhaps in the next version you'll be able to drag files onto a
contact's history grid.

 

[William Stacey [C# MVP]]

That would be helpful. But still, they need a direct way to scan and save
in one click for a contact manager imo. No complaints. I just happen to
really need that feature a lot.

Unless I am missing it. A big need is to be able to easily attach Scans
(i.e. scan to pdf) in one step to a contact and/or Account or Project. I
currently use OneNote for this, but using bcm would be better for organize
and linking scanned contracts and quotes to projects. I could scan to file
and link, but that is multiple steps. Low hanging fruit.

--wjs

Perhaps in the next version you'll be able to drag files onto a
contact's history grid.