Hello everyone, are there any updates on this yet? We would also be very happy if it would be possible to clamp attachments to an activity.
We organize all our appointments via activities (even the external ones) and would like to be able to attach a document to an appointment, just like to a mail.
For me, it would be VERY VERY VERY helpful....did I mention it would be helpful? :-)
For activities, like meetings, I use notes, pictures, sometimes spreadsheets and other word docs. What I currently do is type a link to my google drive document as a work-around for now.....but many other CRMs offer this function and I also am using ClickUp for task management and for this same function. It would be great if I could use Pipedrive for my task/event management as well. I tried the "projects" module, but it didn't have what I needed. Please update this function soon......I've worked with CRMs for years since the days of Salesforce first becoming a Internet Explorer concept idea and I know this configuration change is fairly simple to deploy. I'd be happy to help your CRM admins with ideas and use cases to configure and deploy this and other enhancements 👍️
In the context of Pipedrive, I've come across a specific use-case where tattoo artists may want to attach reference materials, sketches, or other files to a particular meeting activity. While it's possible to attach files to a person or a deal in Pipedrive, accessing those files from the related activity requires clicking through to the associated person or deal. This process could potentially be distracting or overwhelming for tattoo artists who primarily wish to access information related to a specific appointment or meeting, as other aspects of management are handled by someone else within the Pipedrive platform.
I've noticed that in the API and Zapier documentation, it's mentioned that files can be attached to activities. However, this feature might not be readily available to regular users of Pipedrive. This limitation could potentially be a significant concern, as Pipedrive otherwise appears to fulfill the needs and preferences of a client of mine. Therefore, I'm curious if the inability to add files to a specific activity could be a potential dealbreaker for tattoo artists or users with similar requirements.