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Estado: Idea Submitted
andrew_thomas
Enviado por el ‎mar 3, 2021 3:57 PM

Pin An Attachment

It would be great to be able to pin most important attachments on different types of records. A great use case is pinning a master services agreement specific to a company.

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2 Comentarios
callie
Colaborador
‎oct 5, 2022 9:57 AM

Agreed! When a deal is signed with a wet signature, we want the attachment to be the first, pinned, thing that users see when reviewing a record.

BMcGee
Participante
‎jun 26, 2023 2:37 PM

Totally agree!  Especially when a client record may contain many attachments.  It would be great to be able to "pin" certain attachments to the top of the list always visible.