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attachment/email handling improvements"

started a topic 12 months ago

 

In the sales order, there is no ability to drag and drop attachments like in tasks or in the customer details:

 

 

 

 

It is a bit of a pain to have to locate the file to upload it, in particular if it is an email attachment, because I have to save it to a folder and then select it rather than just drag and drop.

 

 

In the sales order email templates, there is no way to drag and drop attachments:

 

 

 

If I amend the email and then realise the attachment is not in the list, then I have to go out of the email. If I’ve made any changes to the email, they won’t save. 

 

 

 

Emails for sales orders cannot be saved in draft:

 

Further to (2) above, it would be good if sales order emails can be saved in draft.


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