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Upload the signed contract isn't possible? πŸ™€


As far as I can see there is no way to upload the signed contact to the CRM system? :thinking:

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 β€œnotes” 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. You’ll find Notes there.

1 Like

Thanks a lot pgr, I’ll take a look there. :smiley:

Kind regards
PowerQuest