Customer experience | Sales, Customer Insights,...

View all attachments in a ticket/case

(1) Share

Report

Posted on by Community member

(Hi,

Does anyone know if there is a function inside a CRM case, to view a list with all attachments from everyone? (Both incoming and outgoing attatchmens)
Sometimes, attachments are spread all over in a case, and it can be really hard and time consuming to find a specific one, when there is lots of email going back and forth.

All responses (4)

Answers (0)

Community member 6 on at

Like (0)

Report

View all attachments in a ticket/case

Hello,

Thanks for the link.
But we are only using web based CRM, no program on windows as far as i know. (i'm not admin of the system, only user inside company)
So not sure this would work then?
Leah Ju Microsoft Employee on at

Like (1)

Report

View all attachments in a ticket/case

Hi，

Maybe this tool can help you:

https://community.dynamics.com/blogs/post/?postid=39105122-89de-4e83-88bb-ec182c827212
Community member 6 on at

Like (0)

Report

View all attachments in a ticket/case

Hello,
And thanks for reply.

Yes, all attachments are in same case in CRM.

But you have to open one record to view the attachments table, and also then you just get to see attachment for that email only, not for all other replies/emails.
We want to we all attachments/attachment table, from all emails in same case possible to view in main window of the case sort of say, not after open a single record (and again, this will only show attachments for that reply/email not all emails in case).
Suggested answer

Leah Ju Microsoft Employee on at

Like (1)

Report

View all attachments in a ticket/case

Hi,

Are these attachments placed on the emails related to one case?

Like this:

This attachments are stored in Attachment table:

But we can't customize view or forms in this table, which is by-design.

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah