Selecting which attachments will get added to HubSpot when logging an email
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.
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.
