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Contacts

  • 1 November 2022
  • 5 replies
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C

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?

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Best answer by Anonymous 1 November 2022, 20:18

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5 replies

A

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.

 

C

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. 🙂

A

I came on here today to ask this same question. I’ll submit a feature suggestion as well. 

Ben
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Userlevel 6

Thanks for letting us know @Anna! I’ll flag this feedback with the team too @CarolTobLaw 

 

zac.meyer
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Userlevel 5
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I would also say an admin matter where you store things like this, but definitely a feature suggestion. 

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