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View Attachments/Documents

It would be nice to have a “attachments” tab so you could browse/search for attached documents across Clarizen by various fields for that object.

 

Other CRM systems I work with have that ‘view point’ that adds to the collaboration value Clarizen supports.

 

It would be nice for “attachments” to be linked to more than one Project/Task and be able to link them to customers and resources and then be viewed as a tab from those objects.

 

Regards, Dave Meyer

Phone: 619-741-8616

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What you described is already mostly in place today with our latest release (v6), and the search is INSANELY fast.  The only thing missing to have multiple objects link to one physical document.  However, you can accomplish this today if you use online-documents such as Google docs, Box, Skydrive, etc.

Josh Santos 0 votes