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Documents in Method New

Last post 05-16-2016 10:02 AM by Method_Ben. 1 replies.
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  • 05-15-2016 8:29 AM

    • gfoxjr
    • Not Ranked
    • Joined on 05-13-2016
    • Posts 4

    Documents in Method New

    Reply Contact

    So. I'm wondering if this is a feature that I just can't find? How do I attach a document to a customer/contact? What if I want my salesforce to have access to a shared document pool? I see that this functionality was available in the classic version. How about with the new?

  • 05-16-2016 10:02 AM In reply to

    Re: Documents in Method New

    Reply Contact

    Hi gfoxjr,

    Although the Necessary Tables and fields still exist in Method:New for document uploading, we currently dont have an app available to upload documents in the same way you could in Classic. 

    This is on our roadmap however, and we are intending to reintroduce Document uploading at a future date. Make sure to keep a close eye on our Release notes! Big Smile


    Thanks gfoxjr


    -Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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