Drag and Drop in Companies

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 :smiley:


We are wanting to upload the company 990’s and annual reports without attaching it to the contact since those tend to shuffle