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18 Vote

Ability to create attachment type groups to apply to customers/sites

We perform inspection related work and right now, have over 100 different attachment types we might want to deliver to a service related customer.

Right now, we have to identify and add attachment types individually to customer/site forms if we want them tagged for invoice delivery.

If you allowed us to group attachment types together, we could bulk apply these to customer/site profiles which would make on-going management simpler and initial data entry faster.

• Veronica Healey
• Oct 2 2019
• In Review

Vista Apps / SM - Service Management

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• Votes (18)

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