Hi, from a desktop web browser (Chrome) if we are in an opportunity and it already has files attached we can no longer add more files as the add files button is no longer available. The add files button has always been available in the past (even if there were already files attached to the opportunity).
Can anyone shed any light on this?
Best answer by Michelle from CopperView original
@NickPremier, thanks for posting! It sounds like you’re referring to this button, circled in pink?
If that’s the case, then yes you’re absolutely right that it disappears once you have a file on that Opportunity. But, you can still add more files using the “+” button.
Give it a try and let me know if that addresses what you’re looking for. In the meantime, I’m going to let our team know that interface/buttons might be a bit confusing.
Hi Michelle, thank you for your reply. Yes thats right it was the blue button I was referring to.
Unfortunately we don’t have the small + button either. However by clicking in the blank area where the small + button should be it does actually give us a pop up button asking if we would like to upload a file.
You’ll get an email from our system shortly, followed by a response from one of our technical folks. Thanks Nick!
Fantastic. Thanks for your help Michelle.
Thanks again for posting, and feel free to post again with any other questions 🙂