You should be able to add an attachment to an action when you are editing the action

If I have an existing action, I can add an attachment if I "open" the action, but if I choose the option to "edit" the action it doesn't allow me to add an attachment.  It just seemed logical to me that I would have to edit the action to add an attachment so I couldn't figure out how to add the attachment.  I had to open a case, so I think this could save the support people some time.

  • Chris Wright
  • Aug 24 2016
  • Reviewed: Voting Open
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    • Nikki Long commented
      December 03, 2024 21:46

      Just as an FYI because I voted for this issue... the editing of attachments should still show from the main edit screen on the constituent/opportunity record, however, you can add/edit/delete attachments right now by clicking into the Action record itself in NXT (like the title of the action/blue hyper link) and with proper attachment permissions, you can add/edit/delete attachments on an action. Just any case any other voters were unaware of this functionality.

    • Dana Smith commented
      March 22, 2023 21:53

      Yes! If you can add an attachment when creating the Action, you should be able to add/edit/delete an attachment when you are editing the Action.

    • Anne Monell commented
      August 08, 2022 14:18

      This seems pretty basic, please enable full editing when editing an action!

    • Stefan Syski commented
      June 22, 2021 18:10

      Yes, totally agree! It would make a lot of sense to have the same functionality available in "Edit action" as you have available in the initial "Add action."

    • Guest commented
      January 10, 2020 22:11

      AGREED!

    • Jen Claudy commented
      August 26, 2016 02:25

      If you see the option to Attach a file when you create the Action, you should have the option to add/remove an Attachment when you edit the Action.