As far as I can see there is no way to upload the signed contact to the CRM system?
Kind regards
PowerQuest
Kind regards
PowerQuest
You can attach it as a Note on the Contact record itself.
Hi @pgr
Sorry for my slow reponse and thank you for your reply.
1. ) So not on the contract record, but the contact?
2.) When viewing the contact record I cannot seem to find โnotesโ though:
What am I doing wrong?
Thanks in advance
Kind regards
PowerQuest
The two top subpanels (Activities and History) are special panels that aggregate information from several modules. Youโll find Notes there.
Thanks a lot pgr, Iโll take a look there.
Kind regards
PowerQuest