Attachments in Tickets
Hello HubSpot,
My team often attaches the documents from a ticket to the client. Our previous CRM offered an "attach to response" button that added the document to our email with the client. This was very time-saving and helpful.
Is there any option that allows us to easily find and attach documentation related to the ticket we are working? We are finding that "Choose Existing" does not meet our needs because these attachments are not saved in our File Manager (and should not be as they are issue-related).
Thank you.
Attachments in Tickets
Hi @AP2024,
Thanks for reaching out to the Community!
let’s check with some of our experts and see if they happen to have any suggestions for you!
Hi @Lucila-Andimol, @JuanGomez0818, @Gilempert - Happy friday 😁Tagging you here to see if you have any suggestions for @AP2024?
Thanks!
Diana
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