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rwebb1
HubSpot Product Team
Member since ‎Feb 17, 2022
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Rachel Webb

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Activity

CDan1 on March 04, 2024
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 read more
0 upvote
1 Reply
HubSpot Product Team
March 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...read more
Solved
DonaldNg on March 02, 2021
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?
9 upvotes
8 Replies
HubSpot Product Team
March 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...read more
lhaith on October 24, 2018
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 read more
103 upvotes
36 Replies
HubSpot Product Team
March 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...read more
VagaeNatus on January 21, 2020
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.
HubSpot Product Team
March 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...read more
ClemOaky on March 24, 2020
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 read more
37 upvotes
12 Replies
HubSpot Product Team
March 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...read more
BByler101 on March 21, 2023
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 read more
20 upvotes
11 Replies
HubSpot Product Team
March 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...read more
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