Organisation/ Company document uploads

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Florida Asiata

• 21 July 2015 01:03

Just as documents can be uploaded under a contacts portfolio it would be a great feature to be able to upload documents for organisations also

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• Official comment

  

  Rod Staines

  • 27 June 2019 07:09
  • Edited

  Hi All,

  The development has been completed and is currently in our staging environment, set to be released into our live environment on the evening of Wednesday, July 3.

  You can review Wednesday's release notes here: https://axcelerate.zendesk.com/hc/en-gb/articles/360001016375-Release-Notes-3-July-2019

  Kind regards,
  Rod.

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  Anthony Cottee

  • 21 November 2016 01:57

  This has some good numbers against it - Any plans to have this added in Axcelerate team?

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  Jade Steffensen

  • 21 November 2016 07:22

  Hi Anthony, this has not yet been scheduled, however as you have noted, it's high on the list for our next review. If/when this is selected for development, we will update this idea with a "Planned" label.

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  Erin Salter

  • 20 March 2019 05:57

  Hi, This is now a necessity to file Employer Resource Assessments for the Organisations. Has this progressed in the queue for development? 

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  Rod Staines

  • 20 March 2019 06:16

  Hi Erin,

  Thank you for your comment. I can confirm that adding notes and files to an organisation is on my priority list to discuss with our Product Manager next week.

  There are a number of separate posts on our Ideas Forum regarding organisation notes/files.

  Kind regards,
  Rod.

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  Rod Staines

  • 27 June 2019 07:03
  • Edited

  Hi Erin,

  We have placed this suggestion onto our development roadmap. We will add the ability for Organisation records to have both documents and notes added.

  There are a few other client suggested features and functionality in the queue prior to starting this, however, I will keep you updated with regards to timeline.

  Other posts regarding adding documents to organisations:

  https://axcelerate.zendesk.com/hc/en-gb/community/posts/218850928-Organisations-additional-functionality

  Posts regarding adding notes to organisations:
  https://axcelerate.zendesk.com/hc/en-gb/community/posts/245525607-Ability-to-add-notes-to-Organisations

  https://axcelerate.zendesk.com/hc/en-gb/community/posts/201747720-Add-notes-to-organisations

  Kind regards,
  Rod.

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  Ben Christensen

  • 12 March 2023 19:15

  I see this request is now several years old. Has it progressed any further?

  I would like to see this feature added

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  Robbie Milne

  • 11 November 2024 05:29

  This feature would be of great benefit to our business.

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