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New Idea

Ability to report on file attachments

Related products:None
  • February 10, 2021
  • 4 replies
  • 99 views
marie_wilkerson
dillon_chambers
nick_waverek
nadav_shemtov
heather_hansen
+1
  • marie_wilkerson
    marie_wilkerson
  • dillon_chambers
    dillon_chambers
  • nick_waverek
    nick_waverek
  • nadav_shemtov
    nadav_shemtov
  • heather_hansen
    heather_hansen
  • brandon_0b4157
    brandon_0b4157

We have CSMs attach QBR decks and some other files to the timelines within CTAs.

However, we have no way to report this on the surface! It is like the files are sitting in some closed repository that we do not have access and cannot report on.

 

We are looking for a capability to report on the files attached to Timelines, CTAs and show it in the C360.  This reporting enables our exec staff to see the files without have to do fetch them from CTA searches and Timeline searches.

 

@samantha_braastad  mentioned a very similar problem we have today. Our CSMs are having to upload the same file multiple locations and is not a good process for us and cannot report on it either.

4 replies

sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • February 11, 2021

@aparimala Thanks for sharing your use-case here. I will work on it and get back to you. 


Forum|alt.badge.img+1

@sai_ram any update on this?


Yes please. Would appreciate an update on getting this added to the product roadmap. Seems to be a straightforward feature (you can already attach docs to Timeline!!) with broad applicability.

 

Chris R. 


davebrown2242
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  • Helper ⭐️
  • 179 replies
  • October 10, 2023

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