Sure, no problem… this may help HubSpot to understand the issue more.
1. Why wouldn’t you want the abilty to accept attachments?
[LA] We are a small company. Some of the people connect do double duty, contacting customers at times with information relevant to the sales process, but other timeswith information regarding financial/ banking and other sensitive information.
2. If attachments were disabled for a user how would one deal with the situation when an attachment was sent to one of your Users or a pipleline?
[LA] I’m not sure I understand your question as worded here. But, if attachments were diasabled for a user, but we wanted the information included as part of the sales pipeline, we could upload it as a Document.
3. Would you expect this contol in an email cleint or server?
[LA] No, but HubSpot is neither. It’s a CRM and we should be able to control it’s access to our information. Also, we want information shared, but even on the Customer end the incoming attachments may be sensitive; they control who it’s sent to, we want to keep that control. I.e. If we reply back with a filled-in document that contains confidential information, according to the terms of many of our NDAs, there are a limited number of people who may have access to that information (usually until a project comes to fruition).
4. If a User can or cannot save a an attachment presumabely they can view it to make that decision.
[LA] Sorry, this isn’t clear. They need to send it… they send it (from Outlook) with the attachment… if HubSpot is synced and they don’t think to uncheck “Log to CRM”, HubSpot will save it.
5. Why use HS if your content is so sensitive?
[LA] I doubt we’re the only Company who needs a CRM who may not want every single attachment auto-saved. Like anyone else, we need to manage our Customer relationships, meetings, tasks, etc.
6. Yes, delete really must mean delete.
[LA] Indeed. The fact that the documents still exist in the cloud after seemingly being deleted is a definite privacy issue.