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.
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Submitted
π‘ Feature Requests
3 months ago

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

Ras Davis
Get notified by email when there are changes.