Easiest way to attach documents to client cards

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  • Question
  • Updated 5 years ago
What is the easiest way to do this? We drag from out desktop to the attachments tab, but it's a pain putting the email to the desktop, dragging it to the card, then going back and deleting off the desktop. Was wondering if there was an easier way?
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NewPsych Reception

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Posted 5 years ago

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Timothy, Business Care Manager

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Hi Tonia. I'm happy to pass this through to our programmers who can investigate further to see if it is technically possible to drag directly into Front Desk. We'll post back here if we have any updates :)