Introducing G2.ai, the future of software buying.Try now
PB
Operations Administrative Assistant

can you run a report that has all attachments shown or together, sorted by date.

id like to save the attachments. they are mostly receipts i'm saving
1 comment
Looks like you’re not logged in.
Users need to be logged in to answer questions
Log In
Anthony G.
AG
Customer Success at Help Scout
0
Hi Pam, You can do this! You'd do this by building a workflow automation with the "has attachment" identifier as the "condition" and then filter a report based on the populated identifier field (I would recommend a custom field but you could also use a tag). I'm happy to help with this! You can reach out to me directly at anthony@helpscout.com or chat with our full support team from within the Help Scout app! Best, Anthony
Looks like you’re not logged in.
Users need to be logged in to write comments
Log In
Reply