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rwebb1
HubSpot-Produktteam
HubSpot-Produktteam
Mitglied seit ‎Feb 17, 2022
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Rachel Webb

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CDan1 on März 04, 2024
Uploading files via internal forms when creating new records
It would be great if HubSpot allows users to upload a file when creating a new record via internal forms. I tried uploading a file through the "Create Deal" form, but even when a custom property with the "file upload" field was added to the form, t Beitrag ansehen
Antworten Idee Deals Forms Properties
0 Likes
1 Antwort
rwebb1
HubSpot-Produktteam
März 25, 2024
👋 Hello! I'm Rachel from the HubSpot Product team. We've delivered improvements to custom file properties in the CRM that are in beta as of toda...Beitrag ansehen
Gelöst
DonaldNg on März 02, 2021
How to Upload File to Property
As I know there is a field type, call "file" in the property. However, there is no button for us to upload any file to that property when editing the property in the contact? Does anyone know how to implement this type of property?
Antworten Diskussion profile
9 Likes
11 Antworten
rwebb1
HubSpot-Produktteam
März 25, 2024
👋 Hi all! I'm Rachel from the HubSpot Product team. We've delivered improvements to custom file properties in the CRM that are in beta as of toda...Beitrag ansehen
lhaith on Oktober 24, 2018
Attachments / file uploads need to be more user friendly
There seems to be a unnecessary disconnect between the fields 'Attachments' and 'file upload'. Attachments are for email enquiries and file uploads are for support forms. Handling these fields in the ticket environment is not user friendly. M Beitrag ansehen
Antworten Idee Conversations
106 Likes
36 Antworten
rwebb1
HubSpot-Produktteam
März 25, 2024
👋 Hi all! I'm Rachel from the HubSpot Product team. This thread covers a variety of requests, but I'd like to provide an update on custom file pr...Beitrag ansehen
VagaeNatus on Januar 21, 2020
File Property Type for all objects
There is currently a file property type in Hubspot, but it is only available on the contact. We need this property type on all objects. For example on deals, we need to save specs before quote, contract, invoice, etc.
Antworten Idee Contacts & Companies Deals Forms Sales Documents
49 Likes
14 Antworten
rwebb1
HubSpot-Produktteam
März 25, 2024
👋 Hi all! I'm Rachel from the HubSpot Product team. It's been possible to create custom file properties for all objects for a while, so I'm going...Beitrag ansehen
ClemOaky on März 24, 2020
Allow File as Field Type in Deal Property
For the sake of proper Contract Management, I want to make sure that a Signed Contract is uploaded for each and every one of my (teams) deals. Currently, I can upload documents to deal, but can't filter on Deals without a file uploaded, and even if Beitrag ansehen
Antworten Idee Deals
37 Likes
12 Antworten
rwebb1
HubSpot-Produktteam
März 25, 2024
👋 Hi all! I'm Rachel from the HubSpot Product team. It's been possible to create custom file properties for Deals for some time, so I'm going to cl...Beitrag ansehen
BByler101 on März 21, 2023
File field type should function independently of a form
Hello Friends, I bring to your attention the fact that the File field type only functions as an actual File upload field IF you use it on a form. Within the CRM, it functions as single-line text. This is a significant limitation. Here are Beitrag ansehen
Antworten Idee Deals Sales Documents
23 Likes
12 Antworten
rwebb1
HubSpot-Produktteam
März 25, 2024
Hi all! I'm Rachel from the HubSpot Product team. We've delivered improvements to custom file properties in the CRM that are in beta as of today. The...Beitrag ansehen
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