Attachments

Heidi H. shared this question ago

Answered

I keep having trouble opening orders I have sent attachments. I have deleted all writing and only sent attached document. I use these feature often and have never had a problem until now. Current order having issue 1157655

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Comments (11)

IO S. ● 8 years ago

Sorry this has been fixed.

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WILSON C. ● 8 years ago

what would you need to attache to an order? Like a picture of the setup?

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IO S. ● 8 years ago

Yes, setup documentation is what we designed this feature for, but it's being used for other things too: parking maps for a college campus, general file attachments related to the event, promotional pictures for later use, ect.

However, most people just use it for 2 things:

To have picture documentation of proper setup in the event a customer is injured and wants to blame you.
Taking a picture and filing a "copy" of rules/waiver on site.

When you have these documents filed in IO, they're much easier to retrieve in the event that you need to years from now.

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Heidi H. ● 8 years ago

We attach directions, forms, certificate of insurance, and pictures (damage items) mostly. This helps in case I am off and someone needs to access documents. Also signed invoices. Believe it or not some people prefer to fax or send as attachment. But not often.

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Heidi H. ● 8 years ago

So will I continue to have issues? It seems orders with attachments are now getting frozen when I try to open.

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IO S. ● 8 years ago

The issues with it causing leads to not load should be fixed.

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WILSON C. ● 8 years ago

nice, didn't know we can do that. Thanks,

Ken

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Heidi H. ● 8 years ago

ok thanks

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IO S. ● 8 years ago

Should work now. It was an issue with content in the email body.

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IO S. ● 8 years ago

I have fixed this lead. Sorry for the continued trouble with this... please let us know if you have more issues.

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