File transfer

I have discovered that any files uploaded on the lead or opportunity board will not continue to convert throughout the project. Being in construction, I may have 10-20 files that are uploaded in one opportunity before it is approved and turned into a project.  I need my files and notes to progress on to the project and can't afford to spend time on every file re-saving and moving to the project file. Please tell me this is in the works? Thanks

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  • Hello!

    When you convert an opportunity to a project, we keep the opportunity record for you with all of the existing notes/files in tact and link it to the project so you can easily access those files/notes/etc. 

    More information can be found here: http://support.insight.ly/hc/en-us/articles/204061504-Creating-a-project-from-an-opportunity

    I hope this helps!

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  • Nope it does not.  It is not user friendly for my field crews or my client satisfaction team to jump back and forth from opportunity to project while in the field or on the phone with customers.  I need the files/notes to progress as the lead goes to opportunity and then to a project. One file that progressively grows with my client- not links to other phases.

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  • @FAST - While that's not currently possible we do appreciate you letting us know that would be useful to you. 

    Thank you for your feedback!

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  • I want this.
    and please....
    Thanking for letting you know it's useful.....pleeeaaasseee....
    We're now with the new version...and sharing the files in different stages of my projects/contacts is an absolute nightmare.

     

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