CRM

CClark3
Membro

File attachments showing under attachments

resolver

Hello,

 

We have a field were a signed contract needs to be uploaded before a deal can be closed. However we include this field in a workflow that takes users directly to the deal but this field is not in direct view and to avoid people looking for this field. is there a way to copy this file uploaded in this field over to the associated attachments on the deal? So it will be easy to glance at.  

0 Avaliação positiva
1 Solução aceita
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

File attachments showing under attachments

resolver

Hi @CClark3,

 

This is unfortunately not possible. There isn't any link between file properties and attachments.

 

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Attachments-file-uploads-need-to-be-more-user-friendl...

 

The product team reviews these requests based on popularity so I'd recommend upvoting. You can also make it easier for others to find the request (and drive traction) by accepting my reply as a solution. I'd appreciate it too.

 

Have a nice weekend!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Exibir solução no post original

0 Avaliação positiva
1 Resposta 1
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

File attachments showing under attachments

resolver

Hi @CClark3,

 

This is unfortunately not possible. There isn't any link between file properties and attachments.

 

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Attachments-file-uploads-need-to-be-more-user-friendl...

 

The product team reviews these requests based on popularity so I'd recommend upvoting. You can also make it easier for others to find the request (and drive traction) by accepting my reply as a solution. I'd appreciate it too.

 

Have a nice weekend!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Avaliação positiva