Allow for adding an attachment to an Opportunity while adding it

When creating a new Opportunity, there is no provision for adding attachments at the same time.  One has to create the Opportunity, and then go back and OPEN the Opportunity in full detail in order to add attachments.  Neither can attachments be added when EDITING an opportunity.  You have to open the full Opportunity record in order to add any attachments.  This is very inefficient.

  • Diane Kuehl
  • Nov 28 2017
  • Reviewed: Voting Open
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  • Gary Nicholls commented
    December 11, 2017 02:30

    Totally agree. Proposals in database view has the feature and links them all together, and we miss that linkage

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  • Guest commented
    December 07, 2017 15:06

    I agree.  Also, it would be helpful if you could add an action to an opportunity at the same time you create the opportunity. 

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