Add a "has attachment" filter for deals and companies for easier reporting/viewing
A few customers have requested a view in company and deal reports/filters of "has attachment" as a filter so they can look at records with attachments based on their process. In Activity Properties for engagements in Contact Lists, we can sort by Attachment File ID is known but we are unable to pull that information for Deal and Company reports and filters adding some difficulty to process for those that need to easily pull that data.
Definitely support this. We need a way to check company records that do and do not have attachments. We store affiliation agreement documents directly on the company record and I need a way to audit our records to make sure each client company has a document uploaded and stored on the record.
Absolutely a fantastic idea! Attachments are a business requirement which our sales team are not completing - this would enable us to report on whats not been done!
I agree completely. This would be incredibly helpful. A requirement for our team is to present marketing plans to customers and attach them to their profile. It would make it much easier to manage if I am able to filter by "with attachment" and by deal owner.
I work for a HubSpot Diamond Partner. We have developed an app for the marketplace that helps identify objects with attached files and provides a live count of the associated attachments, continuously updated in real-time.
We are seeking beta testers who can try our app at no cost, provide valuable feedback, and assist us in enhancing the product's overall usability.
Great idea! Would love to try it. Franci, is your beta app approved and secured through HubSpot? I just want to make sure our data is safe and secure before installing the beta app.
This feature cannot come soon enough for us. Currently, our reps utilize the quote PDF written signature option when the client fails to e-sign a quote. Given the size of our company and the volume of sales, we cannot always verify that the signed PDF has been uploaded as an attachment to the deal.
Would be great to be able to build a report in HS to show any deal where quote e-sign = false and has 0 attachments. This would help us identify signed PDFs that still need to be uploaded to HS. This is specifically valuable from both an accounting and legal perspective.
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