HubSpot Ideas

CSchulte5

Attachments OVERHAUL

Currently the attachments within deals, contacts, tickets, etc is a little lackluster and fails to add necessary functionality one would expect. 

 

I'd recommend changing the following:

 

1) Add attachement titles to search function

2) Easily check multiple attachments to: make edits, delete, rename, etc.

3) Ability to rename attachments after they have been added

4) Ability to add existing attachments to emails without saving them to the files section of hubspot.

5) Ability to control whether an attachment will automatically be added to a deal 

 

 

HubSpot Updates
Being Reviewed
August 30, 2023 02:07 PM

Hello HubSpot Community,

 

Thank you for your continued feedback and patience during the lengthy radio silence on this thread. We hear you loud and clear. Our team is currently researching and prioritizing the work required to enhance attachments. I can confirm that enhancements to attachments are coming soon. However, I am unable to share precise details around delivery timelines at this time. I will keep the community updated on the broader thread here: https://community.hubspot.com/t5/HubSpot-Ideas/Attachments-Section-Improvements/idi-p/577414. We will also continue to monitor the use cases submitted on this thread as we work towards delivering a solution so please keep the feedback coming.

 

Thank you as always for your patience and continued feedback, it helps us shape our roadmap and build a better product.

 

- Tania

3 Replies
K_Xavier
Participant

Yes, yes, yes. At the moment, everything gets attached, and you can't rename the files. Therefore, one must download to the computer, rename, delete the file from HubSpot and re-upload them. It's a waste of time for everyone. 

This solution would be great! 

TaniaBagga
HubSpot Product Team

Hello HubSpot Community,

 

Thank you for your continued feedback and patience during the lengthy radio silence on this thread. We hear you loud and clear. Our team is currently researching and prioritizing the work required to enhance attachments. I can confirm that enhancements to attachments are coming soon. However, I am unable to share precise details around delivery timelines at this time. I will keep the community updated on the broader thread here: https://community.hubspot.com/t5/HubSpot-Ideas/Attachments-Section-Improvements/idi-p/577414. We will also continue to monitor the use cases submitted on this thread as we work towards delivering a solution so please keep the feedback coming.

 

Thank you as always for your patience and continued feedback, it helps us shape our roadmap and build a better product.

 

- Tania

Franci
Top Contributor | Diamond Partner

Hi Everyone,

 

I work for a HubSpot Diamond Partner. We have developed an app for the marketplace that aims to solve the issue of bulk deleting attachments. Our app allows users to access a CRM card showing all the attachments associated with an object record and easily delete them in bulk.

 

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.

 

👉 Join the Beta Test -> Installation link 🔗

👉 How it works document -> PDF

 

While you're here, don't forget to check out our other apps in the HubSpot Marketplace for more helpful solutions!

 

Cheers!