New contact view attachment issue
Has anyone else noticed since they made the dreaded and catastrophic changes in the contact view screen that you can't easily drag and drop attachments anymore?
Now you have to go to the files tab first and drop it in the predefined window. You used to be able to just drag and drop anywhere in the window and it would attach.
You also used to be able to add documents from the files section like you still can with the bills and invoices, this feature no longer exists in contacts so now you have to download the document from files and either drag and drop or search for it in the contact view.
But wait, Xero support are just going to tell me there will be an 'adjustment period' and it is for the better...
Fiona Davidson
shared this idea
We appreciate hearing your feedback on the changes we're making, Fiona. We made an update to the files upload on a contacts record not long ago so you can now attach files that have been uploaded to your files library, like you could before.
There is a slight change as you mention where when you'd like to drag & drop a file you'll need to drag it to the box on the screen. It's not something we have plans for changing in the short term but we'll begin to get a sense of the interest in this here and let you know if there are any updates.