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Posted in: Forums > BETA: Sales & CRM

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Tags: Documents & Files

Upload file Custom field disappears

Wed, 29 Feb '12 @ 12:14 PM
I like the idea of the custom field that is a link to a file - it would allow us to see that file within "Issued Invoices" for example. And it seems to work at first.

I can upload the file and it shows up as that field:



It shows up also in Activity, but then if other changes are made to the invoice and saved, the link goes away:



Ideally, this field should show up in Issued Invoices, and it works at first, but then, again disappears when further changes are made to the invoice:



If the intent of this field is just to upload a file to the parent object, then it seems there's not much point, because I can do that from "Create New... File". I assume the intent is to have that file link available within that custom field group and by extension, any other view of it. Am I wrong?

Attachments:
invoice-before.png - 52.00 KB
invoice-after.png - 51.00 KB
finances.png - 31.00 KB