Zap Attachment Viewer App offers a consolidated view of all attachments from notes, emails & portal comments in a single place within the Dynamics record / form. The attachments can be displayed from current as well as related records.

Besides you could easily drag-and-drop multiple files which could be added to the notes in a single click!

A very common requirement that we have been receiving from our Customers is to allow users to PIN important attachments, so that they appear in the top of the list.

Below is the requirement specs as received from our long-term “Zap Attachment Viewer” App Customer: “- Jim Corriveau, Principle Business Systems Analyst CRM, A.W.Chesterton Company”

Many Cases or Opportunities can have 30, 40, 50 emails and that produces a lot of noise in the list of attachments. The Users would like a way to identify the important attachments and have those appear first in the list. Changing the file name is not an option because that just adds confusion when using those files.

Jim Corriveau is a CRM Veteran, with very strong Microsoft Dynamics 365 experience. He works quite closely with the end users and has guided our team a number of times with great insightful feedback regarding our apps.

We are happy to let you know that this feature has now been implemented in the latest version (July 2024) of Attachment Viewer App!

Below screenshot shows Attachment Viewer – Details View – having a STAR button being displayed next to filename (before the download button):

Users can easily click on the STAR to mark the attachment as IMPORTANT. Clicking the STAR button again will unmark the attachment. By default the attachment list would be sorted to show IMPORTANT attachments first (and then by modified On).

This way users NEVER MISS important attachments!

Below screenshot shows Attachment Viewer – Gallery View – having a STAR button displayed in top-left corner of the preview image:

Please note that the permission to allow Users to mark the attachment important can be controlled via Security roles!

We are in continuous process of enhancing our Apps. If you have any feature request then please feel free to get in touch with our support team (support@zapobjects.com) and we would be happy to help!

For more details, regarding Attachment Viewer App refer features page!

For list of all Zap Dynamics 365 Apps, check out: https://zapobjects.com/