I agree. Forcing the client to dig through a search of all uploaded documents is a pain. Why not enable them to drag and drop from the attachments within the Deal and put that into the Email they are creating within the Deal view?
I agree. Forcing the client to dig through a search of all uploaded documents is a pain. Why not enable them to drag and drop from the attachments within the Deal and put that into the Email they are creating within the Deal view?