Currently there is no ability on the IOS mobile app to upload or view attachments. At this time, it appears we are only able to upload images via the mobile app in notes activities. PDF/other documents aren't yet supported. We run a construction company with dozens superintendents, sales reps, project managers and project formans on the field. The inability to view attachments is a major crutch right now.
Absolutley need this. With mobile being so common on the go, it would be ideal to be able to view attachments in the IOS app on the "About Deal" section for quick and easy access.
We have the same need! Our technicians and service personell need to see images on the field. They don't need to be automatically downloaded to the record, but could be downloaded when you click on them. That would save space and data needs but would be essential.
Nuestros comerciales encuentra una gran limitación a la hora de cambiar de salesforce a hubspot sales , por la falta de funcionalidades adaptadas a dispositivos de apple como es el caso de los archivos adjuntos entre otros. Es una lastima que no podamos tener todo en una herramienta y tener que seguir usando para el tema de ventas el CRM de Salesforce.
I wanted to let you know that this feature is not being worked on yet, but it's high up on our priority list. I'll give you an update when we have more to share about the timeline.
Thank you for letting me know that it is not being worked on yet but highly on the priority list. We are anxious to see it work sometime in the near future!
Thanks for the update @GayaJolitz, but its concerning that its been a known issue for almost a year now. Its something that works fine on your Android app but of course we've standardized on Apple iOS devices as I'm sure many business have. I would encourgae your product managers to escalate and expedite this with your app development team, it's not a big lift.
CAn't wait for this to be updated. Currently we Event Hapily to create Event records for our tradeshows and we upload our booth map and other relevant details for our team as attahments but they are not accessible via app and so we are also uploading them as notes so that they can be easily found using the app. It's very redundant.
This is a pretty crucial thing. I need it to find information about deals quickly without having to sort through tons of files or emails. Why isn't it already available? That seems pretty nonsensical that a basic feature isn't usable on the app.
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