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With the new attachments feature, it’s great you’re able to tag attachments (reporting on them is terrible but that’s another post) but there are a few strange things around the user experience that I would like to see improved:

  • You can only tag a file you have uploaded. While this kind of makes sense, you can do any other CRUD action with a file you didn’t upload. So why can’t I modify tags for it?
    • As a result, I need to download, delete original, then re-upload and tag my file
    • Please at least allow users to modify attachments for their accounts, or provide some type of permissioning for non-owned files. Note: This is a similar issue to being able to edit Timeline entries - it is ALSO related to the complexities around Group Send permissions (who can email which customers if they’re not the named CSM on the account). Whoever is the PM for this PLEASE do not solve this in a silo.
  • Anyone can Create or Delete* Tags. This is not great.
    • You can’t delete a tag that’s in use. This in general makes sense, but makes custodial actions impossible, since anyone could make a Tag that says anything they want and in order to delete it, as an admin I would have to find everywhere the tag is used, download the files so they weren’t lost, delete them, then re-upload the file (see above point). Then delete the tag before someone used it again.
    • Anyone can create a tag. I see no admin documentation on Attachments, just the release notes and user documentation. But in the preview I recall seeing something about a Tag limit. While their does seem to be non-case sensitive deduping when creating a new tag, I don’t want the wild west when it is such a pain to clean up (see above).
    • Please provide permission level restrictions for Tag CRUD actions to prevent users from causing headaches.

Please at least allow users to modify attachments for their accounts, or provide some type of permissioning for non-owned files. Note: This is a similar issue to being able to edit Timeline entries - it is ALSO related to the complexities around Group Send permissions (who can email which customers if they’re not the named CSM on the account). Whoever is the PM for this PLEASE do not solve this in a silo.

 

This. Everything in ​@bradley’s OG post here makes complete and utter sense, but these sorts of siloed, quick fixes are why the #product-parity hashtag is a thing. When it comes to these sorts of larger, cross-product user experiences, consideration needs to be made to so there’s a consistent user experience and lessons learned in one area (e.g. Group Send admin feedback) that are applicable elsewhere are incorporated into new designs and existing feature updates as new releases are rolled out.

Totally agree with this suggestion! In addition to allowing for better admin governance of Tags, It’d also be helpful for users to be able to tag attachments they didn’t upload. Right now, users can only tag attachments they uploaded, which makes it less useful for CSMs who are taking over someone else’s BoB and want to get organized around what the latest QBRs, Success Planning docs, etc. the former CSM reviewed with the customer. 

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