Hello All:

When attaching files from WorkDrive to the CRM it would be helpful to have a Filter by option with the All Locations filter so you can filter the search by the location of the file.  We have several Team Folders where the sub-folder names are exact.  You have to access each sub-folder to see if your attachment is located in that sub-folder.  If we were able to see which Team Folder (location) the sub-folder is located when attaching, we wouldn't have to click into several sub-folders to find the attachment.

Recent Files works but we do need to attach files that don't qualify as "recent".

Example:

Team Folder is Contracts and Sub-Folder is ABC Corporations Inc.

Team Folder is Accounts and Sub-Folder is ABC Corporations Inc.

Team Folder is Deals and Sub-Folder is ABC Corporations Inc.

Search for ABC Corporations Inc. but which one are we actually accessing?  Contracts, Accounts or Deals?  We don't know until we click into the sub-folder.  Please see screen clipping of the WorkDrive Filter by All Locations option.

Thank you for the consideration!

Lysandra Owen

Project1Done