On Sunday, March 13, 2016, we added a new feature to KFS Account e-docs that makes it very easy to access in one place any notes and attachments ever added to the account.
All notes and attachments associated with an account now can be viewed via an account search. Also, when you edit an account, all notes and attachments from prior Account edocs are brought forward to the current edoc.
We have discovered that notes and attachments can only be added to the e-doc when the doc is in the action list, so we'll need to do more work related to this functionality.
We have identified three different workarounds to add notes and attachments to accounts e-docs:
We are excited about this new functionality and look forward to addressing the issues we have identified to date. Please contact David Hegelein with any questions.
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Ithaca, NY 14850
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