Ability to edit documents or speadsheets stored in Maximizer without download and uploading
Would like the ability to edit documents or excel spreadsheets that are already uploaded and attached to the clients record without downloading the documents, revising, and uploading again. Possibly a way to open document in machines "cache", revise, and save in one process. Also would be great to have a "button" in Excel to save spreadsheet to client record with a dialog box, like we have in Outlook for an email.
15
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Frank Jaeschke
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