Ability to rename uploaded client task attachments
complete
T
Terri Peters
Similar to other files within FC, give the ability to rename files in Client Tasks
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Amanda Aparicio
updated the status to
complete
D
Debra J Feltham
does this mean we could have a naming protocol for the upload that would automatically name the document what we want it to be eg. Bank Stmt YYMMDD Acct ####?
Amanda Aparicio
Debra J Feltham: that's coming! It's this post in case you want to follow it! https://financial-cents.canny.io/feedback/p/automatically-rename-client-uploaded-files
L
Laura Adams
Yes - very important. Clients name things all types of crazy things and often use wrong dates for things like bank statements. This would be very helpful!
Amanda Aparicio
updated the status to
in progress