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One of the basic problems we have with the system is the current setup of attaching documents to an Account, where you select a folder manually and upload the document.
The issue
The current setup, you select a folder that has to be pre-defined/setup before adding a document in the Account. This is not good when you have sales employees who may not be very savvy.
The proposal
1. Have the ability to assign a default "root" folder for Account documents.
2. When uploading a document it goes to a "root"/Account Name folder so that it is organized and separated from other accounts.
This way when a sales team member goes to upload a document they don't have to think too much about where it is going and it keeps the document structure much more clean when you go in from the documents app.
The issue
The current setup, you select a folder that has to be pre-defined/setup before adding a document in the Account. This is not good when you have sales employees who may not be very savvy.
The proposal
1. Have the ability to assign a default "root" folder for Account documents.
2. When uploading a document it goes to a "root"/Account Name folder so that it is organized and separated from other accounts.
This way when a sales team member goes to upload a document they don't have to think too much about where it is going and it keeps the document structure much more clean when you go in from the documents app.