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Created by William Atchison
Created on Mar 7, 2024

Client's want a way to have Contacts be able to access links to record attachments.

This is a more encompassing request that includes the idea https://projectsight.ideas.aha.io/ideas/PSW-I-3168. Clients have requested in support for the ability of non user contacts to be able to have access to record attachments by clicking the links to those attachments they receive via email in notifications as a result of being assigned or CC'd to those records. This is the other half of their business need clients are requesting that comes along with the ability to enter comments from email replies to ProjectSight notifications. The third part is when a record such as a drawing is linked to the record as suggested in the Idea above. This full workflow is desired by some of our clients, and has been causing some frustration as our applications does not seamlessly allow. Hopefully we can construct a process to help them with solving this need.

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  • Hunter Dickerson
    Reply
    |
    Mar 27, 2024

    In addition to this, when a record is assigned or CC'd the ability to view/download a pdf of that record through the email notification. Without someone physically emailing out the report of the record.