Name of Feature/Request: How to get FORMS that been esigned into customer HUB
What financial, time savings, or quality of life improvements will occur from this: /Topic: What is the Goal/Topic?To easily save an attachment from task/sales order to the Customer’s HubWhere in the system is this located?Sales Order/ TaskCustomer’s HubWhy do they need this accomplished?So customer can easily save an attachment from task/sales order to the Customer’s HubHow are they accomplishing it now/past?They will download the attachment save it and upload it again to the customer’s hubNext Steps:Quick Screen SharingDiscuss with the teamSteps Taken:Quick Screen SharingDiscussed with the teamOriginal Description:Hi Krishy,
I see that I can send esigned pdf form documents into employee or candidate HUB. Is there a way to get them easily into the Customer HUB?
Thanks,
RussAdded by System as Task Type was changedStriven Support Specialist Fills OutResult: Moved to Future Features | Frequency: Operational Hours
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Hi Krishy,
I see that I can send esigned pdf form documents into employee or candidate HUB. Is there a way to get them easily into the Customer HUB?
Thanks,
RussAdded by System as Task Type was changedStriven Support Specialist Fills OutResult: Moved to Future Features | Previously accomplished: To easily save an attachment from task/sales order to the Customer’s Hub
StrivenID: 2627608