It would help to have any attachment that either comes in or is sent via the Emails & Activities view in the Sales CRM be auto-added to Files. Right now, the Files tab doesn’t communicate well with the rest of the baords/cards in Work Management or CRM.
Related Topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Sales CRM, Email Attachments | 3 | 773 | September 4, 2023 | |
| Populate Files Column with Email Content | 0 | 1399 | March 9, 2022 | |
| Emails & Activities | 5 | 2001 | March 28, 2022 | |
| Outlook Integration with CRM needs filter options | 0 | 745 | May 15, 2023 | |
| Add attachments to email integrations | 100 | 26312 | April 9, 2024 |