You will likely have the same benefits from one search to the other when you are working with a recuring client. Instead of asking them the benefits package document everytime or go look for it in a previous project, we could just attach it to the company. Right now you only have the option to attach it into the "note" tab. Thank you.
Amandine Minaud
I am just curious was this feature generated because of many requests or was I the only once coming up with this? Thank you for being a great team with a great platform.
Amandine
Hi Amanda,
You can add documents related to a company using the "Company Documents" card in a company.
Thank you for your idea!
The Clockwork Product Team