Attach file from Customer record
Jeff VanHee Posts: 4
edited July 2022 in Ideas and Product Feedback #1
It seems like there should be a way to attach a file from the "files" container to an email. The current process of having to download the file to my device THEN attach the file, seems to be very inefficient if I am trying to use Pipedrive as a true CRM. A couple different ways to accomplish this - One, within the Pipedrive email environment, a button/function " attach from files"?? and/or an "attach" file check box for each file along with "Attach checked to email" button.
Brad Krause_13404 Posts: 496edited March 2021 #2
agreed @Jeff VanHee one thing that makes it a little easier in google chrome is having the setting so that the files download to the bottom of the browser window rather than to a place on your computer.0