Add facility to scan documents directly into Plannr without saving to PC first

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

Area of the system
-

Please authenticate to join the conversation.

Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Documents (File System)

Date

Over 1 year ago

Author

Rob Gray

Subscribe to post

Get notified by email when there are changes.