Keep attachments specific to a job, only visible when looking at that job card.
Currently from the desktop version when I click on a job folder or the parent contact card, I can see all attachments for all jobs. This is a huge disorganized mess. I can't tell which attachments are for which job. I would prefer to keep all attachments only visible when looking at each job.
Justin Kahmann
shared this idea
This is because you have the “Related” checkbox checked for the Attachments grid. This is a very useful feature for companies who want full visibility when looking at a specific job, but is nimble for companies who just want laser focus on the job they’re looking at.
Just uncheck that “Related” checkbox and you’ll only see the job-specific attachments going forward. This is user-profile specific, so you only have to set it on one job for it to be globally set for your user, but other users will have to make the change as well (since some users prefer one view over another).