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Status Already exists
Categories CRM App
Created by Guest
Created on Mar 23, 2020

Option to Not Save Attachments Separately within CRM

Currently when you save an email via the save to CRM add-in with attachments the email is saved & stores the attachments separating within the CRM (see screenshot). A customer would find it useful to have an option whether to store these attachments separately or not. For example if you're saving in an email with 10 attachments, it can then clutter the documents page against the record you saved it to. The user would still like on the actual email saved into the CRM, to be able to access the attachments though (see second screenshot) just not save the attachments in separately.

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