Method Community

Any idea when we might see the ability to attach images like a .jpg or a pdf and or upload a photo is my dire need....

MisterBill-

Right now you can attach files to Opportunities under the Document tab section.

We do plan on changing how documents and attachments are organized in Method in the near future but I can't give you date on when exactly.

Where are you trying to attach an image? To a customer? To an invoice?

-Michael

To a customer would be the most helpful, and if the mobile browser could have a neat function to upload photo from camera of the phone would be super.  but in the office if we wanted to scan documents and attach them to the customer file like a contract or layout of the installation or whatnot is where i'm going

MisterBill-

The simplest way to do this at the moment would be to add a File Attachment field to the Customer table, and then drag then add that field to your screen. This would allow you to add one image per customer.

Currently adding files is not supported on mobile.

-Michael

i don't even see what your talking about under opportunities ...can you break that down a bit more for me...if i go to customize/tablesfields/customer/edit fields i don't see how that adds a file attachment?