Filter Email Attachments When Creating An Email

[Alex@alexdraper.ca]

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.

[jamie]

that sounds like a really cool feature

[Alex@alexdraper.ca]

Ya it would make life really easy, not sure why this isn't the default behavior. Hopefully someone here can provide some insight, or point me in the right direction.

[yuri]

Making this the default behavior will be undesired for many who usually attach documents unrelated to the record. I believe the majority won't attach documents the the opportunity at all. Probably would make more harm for users than benefit. To the question why it's not the default.

[yuri]

As the system is open source, I encourage to look though the code to find a solution. We are quite loaded with work these months.