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Reporting on Records with Attachments

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Posted on by Roy Paul

We currently attach PDFs as verification of receipt on Sales Orders. Is there a way to get a list or create a report of all Sales Orders with the Customer name and, if they have an attachment, the date the attachment was added or even just that there is an attachment?

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Hi Roy Paul,

Which app are you using, Sales Hub or something else? Could you share some screenshots about your issue?

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