Add Letters to a case

I have another feature of cases that I feel is missing.

The ability to add a file is great but to also link a letter would be very useful in the same way.

Also, when adding files, the search method isn’t great. A drop down box with all the clients files to then select would be better, as sometimes knowing what files are saved as is difficult so you need to go to the files page, see what the file name is and then go to cases and search for it.

4 Likes

Love this idea! Totally needed to keep track of all the case details in one spot.