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Angela.Felicissimo
Contributor ⭐️⭐️⭐️
July 25, 2018

View attachments added through Email assist

  • July 25, 2018
  • 11 replies
  • 100 views
Many of our playbooks include an email assist. CSMs add customer specific attachments when sending the email however these cannot be viewed in the Timeline post. You can see the attachment has been added but cannot access it. Our Salesteam or Executives would like to be able to view these attachments as they contain key information. Is there any plan to make them accessible?

    11 replies

    Helper ⭐️⭐️⭐️
    February 3, 2020

    Hello Everyone!

    Adding more information. This feature is implemented in both SFDC & NXT version. The email attachments from the emails sent from Email Assist are now synced to the Timeline activity.

    You can find the relevant information in our v6.10 Release Notes.

    Thanks for posting!