Stephanie

Wonderful!  Thank you for the update, Brett!

Hello Matt,

For our company, the most common documents we deal with are Business Associate Agreements, SMS & TCPA Agreements, and Letters of Authorization for Third Party Services.  Any sort of legal documentation is what we want to be able to easily and safely store within ZD.

As for the file types, the main one would be a pdf.

We would need to access these documents if an agent needed to review the information like to see who signed it and when.  Our company has multiple agents handling an account, so having one spot to easily access those documents would help our team.  Also if the customer requests a copy of the original document, in case they lost theirs or something, we would have an easy way to find it.  It's also a backup action in case the ticket got deleted, or we can't locate the ticket.  We know we can still find the documentation.

I hope this helps clarify the feature request.   I appreciate you taking the time to look into this!  If you have further questions please let me know! 

We have customers who send us back signed agreements and different documents.  It would be great to have the ability to save these documents within the organization to easily find this information.  Currently, the only way to keep this information in ZD is to save the ticket with the attachment.  Then to find it we have to search through their tickets.  We'd love a better alternative to save this type of information.

Right I know I can add a new email if I had one.  I just was looking for a simpler solution to just remove an email when I need to.  Basically, I have to create a new user with just a phone number and then merge the tickets to the new user.

Hello Brett,
Thank you for explaining that.  I should have clarified my question better.  How do I remove an email from an existing user?  Once an email has been added if I need to remove it since that email is no longer valid there is no way to delete it.  The user requires an email to be added.

We have accounts that only have phone numbers associated with them.  There is no way to create a user account without an email.  Please create an option where we can create a new user only with a phone number.