Is storing documents in your client management application a bad idea?
- December 18, 2017
- Posted by: Larry Phelps
- Category: Community Action, Laserfiche General
I recently talked to an executive director of a community action agency that was interested in going more paperless. He talked to the salesperson that sold them their client management system. The salesperson tried to convince him to use the document management feature of their software. The director asked me my opinion. I said from