We are very new to Plannr and I have been looking how to scan files directly to a client record, however Plannr technologies have just informed me this is not currently possible, and they are not aware that it is currently in development.
I know it is possible with other CRM systems, and it saves so much time being able to scan directly (via a plugin) rather than having to open a seperate scanning programme, saving the document to PC, then uploading it to the CRM system.
This would be a very useful facility - Please support!
Many thanks
Rob Gray
Southernhay Financial Planning Ltd
Please authenticate to join the conversation.
Accepting Feedback
Feature Request
Documents (File System)
Over 1 year ago

Rob Gray
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Documents (File System)
Over 1 year ago

Rob Gray
Get notified by email when there are changes.