Filter record attachment by importance
Hi there !
Submitting this on the behalf of my customer.
Here is the context :
In their deals, they have a lot of attachments because when they discuss to contacts, images from their signature get added to the attachment in the record. At a certain point of the deal process, they need to store a very important document in their attatchments. However, when they want to find it back it takes a lot of time to identify it because it is in the middle of all the other attatchment coming from their contacts signature images.
So they would like to have a way to either :
- avoid having images from signatures being stored in the attachment
- be able to pin an attachment
- be able to research the name of one of the attachment
I have tried to find something about that but I couldn't find anything. Feel free to redirect this idea if it already exists