When sharing documents in Handoff, anyone who is not already in the system has to be added as a client, even if they are actually a subcontractor or field employee.
This makes it hard to keep contacts organized and creates confusion between customers and internal or field users. There should be a way to differentiate clients vs subs/employees when sharing documents, without forcing non-clients to be added as customers.
This would improve contact management and make document sharing more accurate for real-world workflows.
Please authenticate to join the conversation.
Submitted
π‘ Feature Requests
27 days ago

Ras Davis
Get notified by email when there are changes.
Submitted
π‘ Feature Requests
27 days ago

Ras Davis
Get notified by email when there are changes.