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Jyothsna Palle
Contributor ⭐️
Oct 17, 2022 2:49 PM UTC
Question

Ability to attach images and files to success plans

Our CSMs would like to have an option to attach images and ppts in plan info page with thumbnail view of the slide/graphic that expands when clicked. It would be more flexible if there is ability to report on success plans having attachments or not.

 

    2 replies

    pope1chase
    pope1chase
    Helper ⭐️
    Oct 31, 2022 8:59 PM UTC

    Hi @Jyothsna Palle, If you have an external repository (ie. SharePoint, OneDrive, etc.) you can add a link to the desired documents in the plan information page using a rich text field.

    Alternatively, you can add documents on a timeline entry associated to the success plan and track them with a specific timeline activity type so they are all easily searchable. 

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    FionaRingrose
    Contributor ⭐️
    Jul 21, 2025 10:31 AM UTC

    Whilst a helpful workaround, this seems to be a little buggy and also not an ideal state. The contributor’s original idea would be much more valuable. 

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