Currently if you create a task in Striven and include attachements; when you create a sales order from the task then all of the attachments automatically come over to the sales order attachments which is very helpful. It would be very helpful if this worked in reverse order. If you create a sales order first with attachments and then create the task it does not automatically bring the attachments to the task. If this feature worked both ways it would be very helpful.
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Good Afternoon Jared,
Thank you for this request. We have created a task for you to move forward with your request, and will continue to communicate with you further through that task
Thank you!
Kira
Striven Support Specialist
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