Opt Out Option for email attachments automatically be added to the Attachments section of the record
Our sales team is having difficulty with the feature where when a one-to-one email is sentin HubSpot, any attached files will also automatically be added to the Attachments section of the record. Resulting in
1.) confidential, sensative, or internal client materials becomeing attachements in hubspot
2.) the proliferation of versioned documents appearing as multiple attachements in hubspot
3.) images from email signatures are being tagged as attachments
additionaly, when we manualy remove an attachement in hubspot, that document will re-attach the next time the contaning email thread is replied to.
Is is possible to have an opt out option for this functionality? Either at the user level, meaning a user can opt to have none of their email attachements pushed to the contact, deal, company in hubspot. Or at the docuement level, meaning when an attachement is being sent an option will apear asking if the document should be attached within hubspot.
Now that we have the ability to turn this off, does anyone know of an efficient way to clean-up the extraneous attachments from records, especially the email signature images?
Automatically attaching documents (largely images from email trailers) from email has saturated the attachments section of a Customer Record.
Implementing this idea from @joverholt would enable our sales team to use Contact/Company Records as a place to store client-related documents; making HubSpot CRM a key strategic application for storing client-related documents.
I would love the option to log attachments but NOT log the e-mail signature icons (Facebook, Twitter etc.) sometimes we need the actual attachment but not any of those unnecessary images.
I agree with SComeau. We like having the attachments automatically attached, but it would be good if we could set a minimum size threshold or certain file types (.gif, .jpg) or a combination of the two to avoid these tiny image icons.
We too would like to be able to log some email attachments, but not the email signature jpg files. Would be great if this was an option as currently there are 3 to 4 irrelevant email attachments being saved. A way to pick what you want saved would be ideal.
I agree - the automatic attachment feature is a nuisance. It would be much more preferable if users had the option to add attachments to a contact when necessary.
We would love to have a section where our company can store ONLY FULLY executed contracts. The attachments section get so clouded up from all email attachments dropping into the Attachments section that it makes it difficult to find the fully executed contracts. Can HubSpot create a new section at both the COMPANY and DEAL level where we can drop fully executed contracts into so these do not get lost in the shuffle of standard email attachments?
I was thrilled to see the option to turn off storing email attachments, so that my Deal records would stop being cluttered up with email signatures and such, and we could use the feature to store the key contract documents.
BUT ... as soon as I turned off email attachments, MY SUPPORT INBOX STARTED REJECTING ATTACHMENTS. So support engineers don't get the screen shots that are attached to support tickets!
So NEITHER setting really does what I want... *sigh*
Agreed, we'd appreciate more control over attachment recording as well. The automatic solution is spamming the attachment list in a long conversation with company brand pictures and makes it unusable.
Hi everyone!This may mean this is "solved" Just wanted to make sure that you knew that there is the ability in settings to "turn off" the automated email attachments. This will mean that no attachments will be added to Deals from the emails, for for organizations like yours going to manual association of attachments might be the better option so that it solves for getting so many things incorrectly attached to Deals!
Go to Objects > Activities > Email Log & Track > Uncheck the box for "Allow all users to log email attachements" When this setting is off it will prevent all incoming attachments from logged in the CRM, conversations inbox and sidebar"
I'd love it if there was an option to leave the feature on, but filter attachments below a size that we could specify. Most of our "clutter" is for attachments where the file size is under 1MB.
Yes, we, too. We do like the automatic attachment logging but would like to see a better customization option for it. Turning it off completely is not the solution we were looking for.
