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 | 994 | September 4, 2023 | |
| Want to Attach Files Stored in Other Boards to Emails Using Emails & Activities Function | 7 | 333 | May 16, 2024 | |
| Email templates with attachments | 6 | 1746 | December 18, 2024 | |
| Custom attachments in emails | 0 | 89 | June 18, 2024 | |
| Add files attached to E&A to the Sales activities board | 3 | 830 | September 1, 2023 |