Allow to pull attachments from client email into their files
Jodi Palmer
It would be so helpful to have the ability to pull attachments from clients email directly into their files without having to connect them to a project. Right now I have to open the email, download the file to my computer and then upload it to the clients files which is very time consuming!
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Merged in a post:
Auto upload attachments from email
R
Robin Comer
I would love if the email integration automatically saved/uploaded any attachments sent in client emails. (Taxdome has this feature.)
Autopilot
Merged in a post:
Add client documents from client email
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Matthew Powell
Would love for a way to add documents from a client email to client documents from inside the client email. Current workflow is Client Email with document/letter received > Download attachments > Create Project and upload document or > Click Clients > Search Client > Add to Client Folder
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Veronica Doering
I would say to automatically save all uploaded files to the files folder.
Autopilot
Merged in a post:
Save attachments from emails directly into Financial Cents
Amanda Aparicio
Currently, we have to download the attachments, save them onto our computer, and then reupload them into Financial Cents. I wish when there's a document sent via email, that we can click on it and it gives us the option to save it to a folder of our choosing into FC. It would save so much admin time doing.
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Michael Peoples
Absolutely! This is my favorite feature with Karbon. It is difficult for clients to break the habit of just attaching to an email, this minimizes friction on our end.