HubSpot Ideas

LukeAtAkitaBox

Changing names of Attached Files.

It would be helpful if attachments could be renamed once uploaded. This helps if there is an addendum or renewal to a contract and previous contracts need to have a more specific name.

48 Commentaires
AllisoM
Membre

This is a great idea!  

ErikaAtZendesk
Membre

We've also found that this would be very useful at Zendesk. Great idea LukeAtAkitaBox!!

vanessahunt
Contributeur de premier rang | Partenaire solutions Platinum

Yes, we need to be able to amend file names please. 

Daveonearth
Participant

This is a massive requirement!

 

charmcgov
Participant

Great idea! We need this as we've changed our naming convention for certain attachments recently!

Akamu77
Participant

Please add this, HubSpot! File management in most CRM's is a nightmare, but I have faith that the HubSpot team can make huge advances.  

JOakley
Contributeur

Can we get some movement on this please?  It would save a lot of time

CNicolls
Membre

Agreed!  Many times you need to change the TITLE of the document or the date, etc.  Being able to rename an attachment stored in the "Attachments" section would be VERY helpful.

consby
Membre

Also would love to be able to do so!

NGonzCDLSchool
Membre

can only delete docs one by one when all that is needed to do it rename file. Very Important QoL issue. Please implement! Thanks.

callie
Contributeur

Big need!! 

NGonzCDLSchool
Membre

If this could be made a priority feature it would save a ton of time and frustration. Still waiting (:

DLyons6
Membre

Please do this!

SCroft
Membre

Yes please!

RDeisinger
Participant

Perfect Idea! 

FrankWL
Contributeur | Partenaire solutions Diamond

Attachments are a vital component in many conversations with clients. But often the names are not very practical, like contract_final_draft_ver1_final.doc

Having a possibility to rename the attachments is important.

Daveonearth
Participant

such an important feature. So many of our contracts are scanned in by printers and named things like "Samsung X55 Scanner.pdf" 

 

The mission to download, rename and reupload is ridiculous. 

RGill60
Membre

This should be already available in Hubspot, I am surpirsed that its not. How many of our our clients send files with random names? even if not, we might have a different filling system to the insurer or the client.  This is a MUST and limiting the abolity of proper data management. 

IWhite
Participant

+1, please

ShaunMarais
Membre

Hello Fellow HubSpotians & 

This is absolutley esential - it is a nightmare for our adminsitrators of our 1500+ team to not be able to right click & rename an Attached file. So glad this idea has been submitted.

Shaun
Seeff