View attachment in Notes against a contact

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Kim O'Halloran

• 28 November 2016 01:42

When sending an email to a student/s from axcelerate and attaching a file, you cannot go view the attachment in the contact notes.  You can see there is a file attached however you cannot open to view what it is.

It would be worth implementing this function, especially when various staff and trainers utilise this core function when meeting with students.

We have had a desktop audit on our student management database functionality and it has been noted as a continuous improvement, until such a time the function has been updated.

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  Cindy Geyer

  • 21 December 2016 02:06
  • Edited

  Strongly agree with this request.  Currently we have no way to 'prove' what was actually sent to the contact for audit purposes - i.e. the content of the document that was sent.  

  Also this issue was raised in an earlier Idea post on 17 October 2016, which has a few votes too:

  https://axcelerate.zendesk.com/hc/en-gb/community/posts/220666488-Accessing-a-document-attached-to-a-Merge-Document 

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  Sue Wright

  • 05 January 2017 00:16

  Totally agree. 

  It would be great to attach a file to contact note - it will support us in any situation for example, what if a customer send us a letter of complaint? We can attach her letter to our notes, for action and follow-up. 

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  Cindy Geyer

  • 29 May 2017 02:15

  Just wondering if aXcelerate could let us know how likely this idea is to go forward into development?

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  Jade Steffensen

  • 29 May 2017 22:25

  Hi Cindy, based on the number of votes this idea has received so far, this will likely not be moved onto our development backlog in the near future. We look forward to further community support for this idea and hope that this can be implemented in aXcelerate in the future.

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  Olga Gjokmarkovic

  • 21 August 2019 00:39

  I would like to see the ability to view attachments sent in emails based on templates. It currently unnecessarily creates the need to have two separate systems in place to keep track of communications and files. 

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  Manuela Trujillo

  • 28 August 2019 00:41

  Totally agree, I highly I recommend to send this proposition to the aX development backlog. we really need this for audit purposes, we need to be able to show the email have been sent and received by learner, as evidence, what is the point to be able to send emails if we can't demonstrated that we are doing it, we need to double our work load and send this again by email trough outlook to be able to have the evidence of the email have been sent.

   

   

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  El Patron Voges

  • 27 October 2022 00:06

  Strongly agree this is an essential feature to be able to preview the attachment before sending, especially as the attachment file could contain hundreds of documents and there is no folder structure avaiable either.

  Idealy there should be the ability to BOTH structure attachments in folders AND be able to preview them before sending to ensure their the correct document or version.

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  Charlotte Pichelmann

  • 09 November 2022 22:42

  Another vote for this to be implemented. For audit purposes, the current view is essentially useless. We need to be able to open the exact attachments that were sent to the learner as evidence we're meeting our regulatory requirements. Currently we have to waste time emailing, then separately uploading all of the attachments - it's double handling and cumbersome. Other SMS's have implemented this feature long ago and you can find multiple requests for it in the ideas forum, with several people upvoting and commenting on each request - why is aXcelerate so slow on the uptake?

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  Aran Bright

  • 03 September 2023 23:47

  Yep, agreed this would be a handy option to make communications clearer.

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  Electra AITCHISON

  • 28 August 2025 06:06

  Duplicate contact notes are required (one to upload the document a SECOND time). 

   

  This feature would be very necessary. 

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