In November, we modernized the look and feel of Sales Opportunity Notes/Attachments.
11/6/2023 - Visual enhancements for Sales Opportunity Notes/Attachments
11/6/2023 - Visual enhancements for Sales Opportunity Notes/Attachments
Sales Opportunity Notes/Attachments
To improve the experience and performance of Notes/Attachments, we reformatted the Notes/Attachments tab and grid and modernized the file uploader interface for Sales Opportunities.
In this update:
- The Subject, Preview, Files Preview, Last Update Date, and Last Updated By columns were combined into two columns.
- File attachments now display in the grid with icons.
- The X icon in the Pinned Note space was replaced with a button labeled Unpin to clarify its purpose.
Notes/Attachments tab and grid - Before
Notes/Attachments tab and grid - After
The file uploader interface was modernized and now shows a progress bar when you save uploaded files.
File uploader interface - Before
File uploader interface - After
New progress bar