Is there a way to get a drag in drop in companies? I have only found a way to upload files in contacts
Nothing like that out of the box but sounds cool. What would you use as a source to drag into the record? Outlook contacts, a form, app?
Hi @Chelsea_Allison, So something similar to the file box on an opportunity but with the ability to drag-n-drop the file to be uploaded? I’m not aware of it being available but I have seen that same functionality used in SharePoint. I have to admit it is a lot easier to do that than hunt around for the file and then select the right one to upload.
Maybe Product Management will add it to the roadmap for IS
We are wanting to upload the company 990’s and annual reports without attaching it to the contact since those tend to shuffle