Currently, when logging emails into HubSpot it automatically pulls through all the attachments on the email. This setting can only be turned on or off. It would be great if, like the recent update with logging you're able to choose the deal to log the email too, we could also choose which attachments get logged at the same time.
I second this. If anyone uses the social media logos those get logged as attachments. It makes the attachment folder almost unusable because it grabs all of those icons and saves them.
We also are getting way too many useless graphic attachments being saved in the Attachment records section of each Deal. It shows facebook, twitter, linkedin logos, etc. all coming from the writer's signature. Consider as a first attempt to improve the use of this attachment section to create a filter to remove any of the common social media logos. That will help tremendously and we can then be able to manage their company logos a bit easier until you perfect the discrimination of attachments overall.
I agree this is needed. Way too much clutter in the attachments. It's also a pain to get rid of them since you have to delete one at a time, including confirming it and selecting the permanently delete option. 3 clicks to get rid of one and hundreds to get rid of.
When logging attachments, the file types are also stored. Based on the signatures, the images are also filed accordingly. This quickly becomes confusing when analyzing the contact.
It should be adjustable which files you want to save and which not.
currently - when email automation is not turned on you can check to log either incoming or outgoing gmails which is great. However, files attached get logged in HS when sent, but not received. IDEA: add another box so user can select whether or not to log attachments for both incoming and outgoing emails. This way we can add client files that they send without cluttering up their files and we can opt not to attach files we already have that we are sending
Attachments are currently lacking key functionality. Right now, we can either include them or not, which means we either log EVERY signature image or miss key attachements like PDFs.
The attachment information in the right sidebar is totally unfunctional so please include an Attachment card within the Overview panel that includes the same Search function as the other cards.
Search should allow you to search by file type (i.e. PDF, MOV, etc.) as well as ideally searching the attachment content. It would be good if attachment content searching can be toggled on/off, like in Windows Explorer. It would also be great to filter and sort based on date, size, file type, file name (A-Z), etc.
We're unable to use autologging attachments feature specifically for this reason - that and that email signatures are also logged as attachments - the attachments section becomes full of noise and is unusable
Today attachments are attached on all places beeing automatically associated. That is really un necessary and as it is now we har not able to choose from what places we want to remove that attachement. If we remove it will be taken awy from all places including the email where it came in to HubSpot. This is something You really need to change. We need to able to decide by ourselves from what places we would like to remove and where we would like to keep the attachment. the todays function will give us a huge amount of extra work with downloading, cleaning up, and them up load on correct place again
Absolutely agree with this! It become unmanageable to have everything attach into a deal record. I have one example where my colleague has more than 50 attachments on one deal, only 3 of which are relevent to what he's actually selling! It's creating more admin and problems than its solving!
100% agree on the attachments. What a diaster. That whole section is almost unusable for us because of photos/images in peoples signatures. You can never find the actual attachment. We go elsewhere to find files because it's not worth the time to sift through.
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