Our practice is limited to personal injury law. We have several medical experts and need to save their CV with their contact. Any suggestions on how to accomplish this?
Solved
Contacts
- Contributor
Best answer by Anonymous
Hello,
There is currently not a way to save a document to a contact, please submit a feature suggestion here.
As a workaround for now, an option would be to copy and paste the expert’s resume into the notes on their contact card.
Additiontionally, as a way to more easily identify your experts in their area, you could add a Tag to their contact card to identify their area of expertise.
This topic has been closed for comments
Hello,
There is currently not a way to save a document to a contact, please submit a feature suggestion here.
As a workaround for now, an option would be to copy and paste the expert’s resume into the notes on their contact card.
Additiontionally, as a way to more easily identify your experts in their area, you could add a Tag to their contact card to identify their area of expertise.
- Contributor
Thank you for the suggestions. I do use tags to identify our experts. Unfortunately, this particular CV is 24 pages long, a bit too long for the notes area. 🙂
- Contributor
I came on here today to ask this same question. I’ll submit a feature suggestion as well.
Thanks for letting us know
- Smokeball Team
I would also say an admin matter where you store things like this, but definitely a feature suggestion.
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