Drag and Drop attachments in contact notes

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Mark Costello

• 05 February 2015 04:43

It is possible to attach files to contact notes which is a very useful feature however the ability to drag and drop attachments into the note as it is being created rather than browsing to find the file would considerably increase the efficiency of this process.

This same functionality for the portfolio would also be useful but probably less of a priority for most RTO's than the contact notes.

3

• Official comment

  

  Jack Christensen

  • 11 June 2025 23:03

  Hi All,
  
  As part of our latest release, we have updated the process for creating Contact Notes, allowing you to upload up to three files, with support for both upload and drag-and-drop methods.
  
  Thanks,
  Jack

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  Jade Steffensen

  • 05 February 2015 22:50

  Hi Mark,

  On many modern browsers, a file can actually be dragged and dropped onto the "Choose File" button itself, instead of needing to browse for the file again. While I agree that being able to drag the file into the note itself would be very handy, hopefully this little trick will help.

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  Mark Costello

  • 28 February 2015 02:43

  Hi Jade,
  We use the latest versions of Chrome and IE on our network which do not work like that.

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  Jade Steffensen

  • 02 March 2015 01:15

  Hi Mark,

  From my testing (Windows 7), this works on the latest versions of Chrome and FF, however a cross-browser implementation with a larger "drop zone" as you suggest could definitely be implemented to make the process more user friendly.

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  Jeremy Rota

  • 24 April 2015 15:06

  Also adding multiple files to the same note please. This would be a huge help. Maybe add a number next to the paperclip to say how many files.

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  Jade Steffensen

  • 26 May 2015 05:43

  A new drag-and-drop file upload control has been added to the form for adding contact notes, and is now available to be tested in staging. Please provide any feedback you may have.

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  Megan Robinson

  • 28 May 2015 03:19

  Hi mark, As Jeremy Rota says below - adding multiple files to a note would be good

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  Jeremy Rota

  • 28 May 2015 04:42

  Hi Jade
  Like you mention you could already drag and drop a file to the choose button. This change makes it clearer that you can do that, and works well, However I think the multiple files option would be really handy.

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