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 Kommentare
AllisoM
Mitglied

This is a great idea!  

ErikaAtZendesk
Mitglied

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

vanessahunt
Stratege/Strategin | Platinum Partner

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

Daveonearth
Teilnehmer/-in

This is a massive requirement!

 

charmcgov
Teilnehmer/-in

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

Akamu77
Teilnehmer/-in

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
Mitwirkender/Mitwirkende

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

CNicolls
Mitglied

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
Mitglied

Also would love to be able to do so!

NGonzCDLSchool
Mitglied

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
Mitwirkender/Mitwirkende

Big need!! 

NGonzCDLSchool
Mitglied

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

DLyons6
Mitglied

Please do this!

SCroft
Mitglied

Yes please!

RDeisinger
Teilnehmer/-in

Perfect Idea! 

FrankWL
Mitwirkender/Mitwirkende | Diamond Partner

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
Teilnehmer/-in

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
Mitglied

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
Teilnehmer/-in

+1, please

ShaunMarais
Mitglied

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