Drag and drop attachments

Casey Z. shared this idea 13 months ago
New

I'd love to be able to drag and drop attachments into IO. I don't attach things as often as I should, because I don't like the process of save attachment to PC>go to the lead>hit add attachment>navigate to the file>save>go back to the folder on my PC>delete file.

It would be so much easier if I could drag an attachment from my email into IO, like I can with most other programs.

Comments (5)

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This would be GREAT!!! We use attachments in IO all the time.

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If you have it in an email just email it to attach@inflatbaleoffice.com and then put the Lead ID in the subject. You can also use the app to add attachments from your phone

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emailing to attach@inflatbaleoffice.com in not 100% reliable. ..

Would love to have drag and drop too

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Additional request: A way to link an attachment from a past event to a new event. So, same basic concept - if the new event is going to have the same layout as last year, I want to quickly transfer the map/photos, or at least link to them. Currently, I have to download them to my PC, then go through the rest of the process.

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I put them as links in my venue notes section. That way anytime I go to that venue I have the info

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Smart! Drag and drop should still be added but the link idea isn't bad.

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Hello Nicki, Where do you store those documents ? My guess is that your link points to a google drive documents but just want to make sure :)

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I attach them to the first event. Then if it shows something I need to show future groups then I just click on the attachment and it gives me the IO link URL in the top. I just copy and paste into my venue section.

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I would like to have a section in IO with documentation for which i could send links to customer. Did you find a way to to that ? For exemple; ''how to'' guides. For now, i put them in the operator instruction but i need to go in each rental to do so and if i make a change ... need to make it in all rentals as well.

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I have a few things like that - shoot me an email nicki@apocalypseservices.com and we can chat and set up a zoom to look at what you're looking for.


If you want

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casey would this be for a new entered order or a save copy and then work form there

I agre it would be great to have the attachement carry over like tax forms maps layouts etc especially on save copy

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Either. I'm just trying to come up with ways to make attachments easier to work with. It's all very clunky right now.

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How is this coming along? Still think it would be VERY beneficial

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