Ability to attach files into notes | Voters

Ability to attach files into notes

Ryan Edick

It would be great to also have the ability to attach files to our internal notes. That way we can share files back & forth with sales vs management to keep things stored & or send out to clients. Thanks.

Shelby Parker

Thanks for sharing this, Ryan Edick — really helpful context. Being able to attach files directly to internal notes sounds like it could make that sales/management handoff a lot smoother and keep everything in one place. I’m looping this into our review with the team, and if we need a bit more detail (like what file types/sizes you’d want to support or whether these should be shareable with clients), I’ll follow up.