Activities for attachments

Started by Jim Jensen, October 19, 2012, 01:06:57 PM

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Jim Jensen

Interesting notation. It's not new, but when attaching multiple files (documents, pdfs, images, etc.) to a client, from the client level, you have the choice for an activity for each attachment. If you have any of them checked, an activity opens. However, you don't get a separate one for each attachment. If you have 3 items, I can't recall off hand if you end up with 3 identical activities or still just 1. Thus when attaching items relevant to different policies or completely different issues but same client, need to do it in 2 (or more) iterations if you want unique activities for each item.
Jim Jensen
CIC, CEO, CIO, COO, CFO, Producer, CSR, Claims Handler, janitor....whatever else.
Jensen Ford Insurance
Indianapolis