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Product Suggestions
Status Shipped
Categories CRM App
Created by Guest
Created on Mar 7, 2019

Preview of Document/Email Saved in CRM

When you send emails directly from the CRM you can view a preview of it. However, if you save documents/emails in the CRM there is no ability to see a preview. It would be great to have this feature so one could preview the document/email efficiently on the activity notepad.

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  • Guest
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    Nov 6, 2019

    You do now get a preview in the activity, but maybe a "show more" or open a full reading popup/popout panel would be nicer than having to click into the document full detail window when you want to read more than the limited preview.

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