Attachments included in emails should transfer automatically to the journal entry

If you have an attachment uploaded to an email/correspondence and select "Create Journal Contact Record" the attachment should also transfer over to the journal record. This does not happen. We have no way of doublechecking what attachment was actually sent with the original correspondence. Our work around for this is we have to go in after we have already uploaded the attachment (and sent the email) and return to the journal entry contact and then manually upload the attachment AGAIN so we can refer to it in the future. This is very time consuming and a bit frustrating.

  • Guest
  • May 31 2017
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