Pin Files to Contact: Eliminate the Search Time by Keeping Priority Attachments at Your Fingertips
Have you ever spent what seemed like hours searching for that one version of a document or the most recent copy of a proposal? Well, no more.
The new Pin Files to Contacts feature allows you to pin your most important attachments so they are displayed right under the contact’s background information. This way, you can save time and access them directly without the need to go through the contact’s Activity!