Attach Documents from Records to Emails
It would be great if we could add in documents from the databse to emails sent through Firefish.
For example, when emailing a contact it would be great if we could select particular candidate documents which are stored on a candidate record such as compliance detail documents or reference documents.
Scott Sorbie
shared this idea
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Annalise Clare Holme
commented
A definite must have for our agency! We have to submit a lot of candidate documents to our clients and it takes a long time for us to download them from FF, save to our shared drive and zip them up in a file to send. A real bugbear for us and sadly will take us away from FF if this isn't made possible as it's too clunky as is.
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Matt Lewandowski
commented
that is something that is a must for us.
Yesterday, I had to submit a CV to a client and attach all of the candidate's certifications i.e. right to work, CSCS Card, and other certificates.. all in about 10 different documents.
to do that, I had to come out of the already typed-out email, go back to the candidate record, download all the attachments back onto my PC, go back to submitting the candidate's CV, re-type the email, and then attach all 10 files separately from my desktop.
attaching documents from the candidate record would be a great feature
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Richard Mackertich
commented
An excellent idea to attach relevant certification a client may need