+5When adding an attachment to a Timeline entry that is linked to a Relationship, the attachment is only accessible at the Relationship level. Access to Attachments should roll up to the Company level, with appropriate filters.
For companies that are using Relationships in a limited way, this forces us to add the Attachments tab to the R360 and can create too many clicks and/or paths to get to the records.
Not every company uses relationships in the same way. We need flexibility.
+8If you have a Relationship added attachment, when viewing at the company level, you should also be able to see (and navigate to) the Relationship it’s associated with.
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