Ability to attach documents to activities and do document storage on accounts
Can you attach a document to an acitivity.
Example a salesperson has a meeting and wants to attachment a recap document to the activity that is archived in the account information. Or can you attach a document to an account?
I am so excited to have had this release into your hands on October 26th!
Thank you for your patience and we look forward to hearing how you like this once released! If you have any questions or would like to purchase additional space please let me know and I’ll make sure the appropriate people get in touch with you.
Thanks!
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AdminRyan Moore (Product Owner, Matrix) commented
You bet it would! We're planning on a couple of ways to allow this.
The first utilizes our existing ability to save an email to Matrix. You have a unique email address within Matrix that you can forward emails to and Matrix will automatically create activities for you from that email. (You can find this email under your My Profile green button in the upper right and then choosing the Integrations tab) Right now we do not accept attachments, but once this feature is in place we'll be able to read in those attachments and save them right onto the activities for you.
The second path allows you to directly upload a document (Word, Excel, Powerpoint, or PDF) to an activity.
Either way you'll be able to access the document in the future and download it again for review/editing.
Let me know if this sounds about what you're thinking.
Thanks for reaching out to us :)
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nada kreger commented
Would this feature allow us to attach a word or an excel document to an activity?
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Anonymous commented
Example - AE can attach the proposal/presentation given at a meeting or an avail. should support pdf, excel, ppt, Word at a minimum
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AdminRyan Moore (Product Owner, Matrix) commented
4 people have voted on this. I hope you want it badly enough to share some scenarios with me and answer some questions so we can begin planning for this for the future!
What types of documents are you looking to share? .DOC, .XLS, .PDF, .PPT, .JPG, .PNG, .ZIP, .WAV, .WMA, .MPG, .MP4? Others? Please let us know what file formats you would like to save to Matrix!
Where/how would you prefer to attach documents to places within Matrix?
If you could attach documents within Matrix, would you be inclined to share those documents with your clients as well?
I'd really like to hear from all of you since you showed that you care enough to vote. If there's anything I didn't cover, share that too! The more information we have the better we can understand the scope of the projects.
Thanks!