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Helper ⭐️
February 10, 2021
New Idea

Ability to report on file attachments

Related products:CS Timeline & Activity Tracking
  • February 10, 2021
  • 4 replies
  • 152 views

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
Expert ⭐️⭐️
February 11, 2021

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

Helper ⭐️
March 15, 2022

@sai_ram any update on this?

Contributor ⭐️
June 13, 2022

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
Helper ⭐️
October 10, 2023

@anirbandutta 
?

DB