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
Yes! This is vital! We upload our contracts to our deals and companies, and usually they are one of the first attachements, but after a few emails back and forth they get pushed right to the bottom and take ages to find them. I think being able to exclude images in signatures is a no brainer and also being able to pin a couple of attachments would be amazing!
I work for a HubSpot Diamond Partner. We have developed an app for the marketplace that helps identifying objects with files attached to them. Additionally, you will be able to have a real-time count of the attachments associated, constantly updated.
We are seeking beta testers who can try our app at no cost, provide valuable feedback, and assist us in enhancing the overall usability of the product.
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