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Optimize the sorting of attachments

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Status: Idea Submitted
Claudia-Synapse
Submitted by on ‎Mar 28, 2023 7:58 AM

By default, all the attachments of the emails consigned are registered in the Attachment section

It's very painful because some useless attachments are registered (for example images fro signatures)

I would like to be able

- to setup the attachment that register, for example to exclude files with jpeg or png format

- to clean more easily the documents attached, by selecting a group and deleting them all at the same time

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1 Reply
krister_stenham
Participant
‎Apr 27, 2023 7:55 AM

I couldn't agree more. After starting up with HubSpot with about 40 sales reps during summer of 2022 (less than a year ago) the attachements section has been filled with numerous documents. SORTING or FILTERING in a few different ways would be a very smart improvement and a natural way to go. I have worked in many CRM's and know that is a highly appreciated feature. It saves a lot of valuable SALES and CUSTOMER SERVICE time. Time I would rather use on the existing customers and the next new customer.