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.
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Chris Wright
- Aug 24 2016
- Reviewed: Voting Open
Related ideas
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.
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.
This seems pretty basic, please enable full editing when editing an action!
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."
AGREED!
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.