Attachments to Notes
T
Tara Michelle West
It would be fantastic to have the capability to add attachments (such as photos or doc files) to the notes and make this section more feature rich.
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P
Pallavi Kothari
Merged in a post:
Add a file or image attachment option for the Notes in opportunities
A
Apex Media Solutions
We would like to request the addition of a feature that allows users to attach files or images directly within the Notes section of Opportunities in the GoHighLevel CRM system. Currently, users can only add text-based notes to their opportunities, but there are situations where attaching images or documents (such as contracts, images, invoices, or screenshots) directly to a note would greatly enhance the workflow and improve efficiency.
This feature would allow for more comprehensive documentation within opportunities, helping users keep all relevant materials tied to a specific opportunity in one place. This addition would be particularly beneficial for sales teams and account managers who need to reference supporting documents while working with clients or prospects.
Use Cases:
Sales teams can attach product images, proposals, or contracts to a note for future reference during follow-up conversations.
Customer support teams can attach screenshots of user issues to better track and resolve problems.
Project management teams can upload project documents, images, and other resources directly into the opportunity's notes to maintain a clear record of all project stages and client communications.
Proposed Solution:
Add a button or drag-and-drop area within the Notes section for file and image uploads.
Support for common file formats such as PDFs, Word documents, and image files (JPEG, PNG).
Display attached files/images in a preview format within the note, with the option to download or open them.
Ensure attachments are linked to the specific Opportunity and remain accessible as long as the Opportunity is active in the system.
Benefits:
Streamlined workflow with fewer steps required to access critical documents or images.
Improved record-keeping by centralizing important materials under each Opportunity.
Enhanced collaboration and communication within teams, as all documents related to an Opportunity are easily accessible.
A
Apex Media Solutions
High Level Devs if you see my post please also include a option to mention other staff inside of these notes so we can easily notify staff when a new note was added that is pertaining to their Job
D
Daleyne Guay
do we have an update here yet???
c
chickacreatives club
do we have an update here yet???
C
Chase Jordan
This is a BIG one that should be easy for them! File drop and preview in notes for pipeline cards.
A
Andre Ramos
This is a must for one of our clients too.
N
Nejc P
This is a must for one of our clients!
H
Henry Herazo
A necessary.
A
Ashley Harsveld
Told my contractor to provide photo updates of the job, said to go to the notes to add a photo. Was so surprised that this is not a thing haha what?
S
Shanthanarangan Lingaraju
We need this please
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