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Sage Construction Management Ideas Portal
Status Future consideration
Categories Projects
Created by Dario Tomic
Created on Dec 29, 2023

Add folder structures to store files in Leads/Projects

It would be really useful to be able to organize linked files to a lead/project using folders. Having a view where we can create folders/subfolders and add files in those folders would be really useful from an organization standpoint. Right now, the only view we have is just of all the linked files, so it can be a bit difficult to find a specific file at times.

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  • David Holler
    Reply
    |
    Jan 9, 2024

    Linked Files already has Project Specific Folders for images and files. The system creates only the folders in each project when you first add a file to the record type.