Filter Email Attachments When Creating An Email

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  • Alex@alexdraper.ca
    Junior Member
    • May 2025
    • 3

    #1

    Filter Email Attachments When Creating An Email

    I'm trying to send an email using the email button in the activity pane and I would like to attach documents related to that entity.

    For example, I'm in an Opportunity record, I click the email icon in activities, select an email template then click attach, insert document. That select pane shows all documents in the system, but I want it to only show documents related to that Opportunity.

    I know the relationship is many to many between documents and opportunities so that might be making things more difficult.

    Any help to accomplish this would be much appreciated.
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