Franchisor Ideas

5 VOTE

Add Capture/ Upload to Marketing action items

Today in Dash Mobile you are able to add new appointments for clients and add a dollar amount to represent how much money you are spending on a particular client. Most businesses have to present an expense report with a copy of the receipt to turn into accounting to be reimbursed for expenses. I would be nice if there was an option to attach a photo to marketing action items, similar to what Expensify does, so that way they can capture the receipt informaiton.

 

It would also be important to make sure in the Marketing Action items and notes section, as well as under the company notes/ individual notes for that contact that it adds a copy of the image, this way they can print out or send their expenses to their accounting person.

  • Tommy Pritchard
  • Mar 9 2017
  • Under Consideration
Idea Type New Feature
Urgency Medium
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