Expand Attachment Visibility beyond C/R/P360s
This is a bit of a piggyback onto these two posts:
But in the case that the recent attachments feature considers these as “Released” I want to make sure I’m more specific in my request:
While the new feature is a great step forward (e.g., Seeing attachments for a customer/entity in a 360 section), I think adoption would be much higher if a CSM could see (and more importantly, interact with) attachments across their customers all at once.
Yes there is reporting, but the URLs are functionally useless, you can’t add tags or modify the records, so it really doesn’t get you that comprehensive view for anything but metrics.
What I am advocating for, is the ability to have something like the Attachments section available on Home, Dashboards, etc., in a way that allows CSMs to manage attachments across their customers all at once rather than one customer at a time. It was after all one of the main reasons Home was developed in the first place, so why not extend that ethos to this feature too?