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Status Shipped
Categories CRM App
Created by Guest
Created on Oct 5, 2021

Rename files when updating Library files

When updating a file in the CRM File library, it will allow you to update the description, but it will still use the existing FileName from when it was first created. This means if you have 'PriceList 2021', and you update this with a file called 'PriceList 2022', the description can be updated to match the new filename, but when it is attached to emails/downloaded from sites, it will use the original filename, which may be confusing.

You should be able to rename the file from within the file library, and when uploading a new version, should offer to allow you to rename the file or keep the existing name.

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