Attach file from Customer record

Jeff VanHee
Jeff VanHee Posts: 4

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.

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  • Brad Krause_13404
    Brad Krause_13404 Posts: 496
    100 Comments 5 Up Votes
    edited 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.