Zap Attachment Viewer offers a consolidated view of all attachments from notes, emails as well as portal comments in a single place within the Dynamics form. Besides you could easily drag-and-drop multiple files which could be added to the notes in a single click!
Below screenshot shows the attachment viewer section added to the case form:
For detailed list of features, refer app page: https://zapobjects.com/apps/zap-attachment-viewer/
In latest version (Apr 2023) of Attachment Viewer App, we have added functionality to view attachments even from related entities!
Recently, we had a requirement to display attachments from Cases & opportunities within the Account form. So, we tweaked our app functionality to allow users to configure from which related entity (1..N, N..1) they need to display attachments. Once the user configures this… then automatically the attachments would be fetched from the particular child or parent entity and displayed in the original form.
Below screenshot shows displaying attachments in Account form from related Case or Opportunity records:
No more wasting of time, clicking through each email / notes for finding attachments… just install the attachment viewer app for a better user experience!
For list of all our apps, refer https://zapobjects.com/
Zap Recent Updates (Apr 2023)
1. Completely Revamped: Zap Attachment Viewer (with drag-and-drop): This release doubles the features available earlier!!! Some of them are Improved UI, gallery view, drag-and-drop, rename file names, delete attachments, attach to email, view attachments from related records etc.
2. New Version Released: Zap Time Entry App (Track Time against Cases): Track and log time spent by support agents on cases directly from Case form (either using built in Timer functionality or manually add Start & End Times or duration)! The latest version provides automatic calculation of “Extended Price” based on Hourly/staff rates that have been configured in Contract.
3. New Version Released: Zap Copy Record App (v 22.214.171.124): Now Copy Record even from One Entity To Another (e.g. Copy Record from Case To Opportunity (link)
4. New Version Released: Zap In-App Notifications App (v 126.96.36.199): Support for sending In-App Notification when User/s are mentioned in Timeline of any record (link)
5. New Version Released: Zap Report Scheduler App (v 188.8.131.52): Now automatically share the generated report download link to Teams channel. For details, refer blog: Automate the generation of Report and shared to Teams channel when using Zap Report Scheduler App (link)
6. New Version Released: Zap Helpdesk App (v184.108.40.206) :A super major version of Zap Helpdesk has now been released. Some of the new features are: Case History, Email Reply – with ability to include full email and portal history in all new responses to customer, dedicated notifications module with all standard set of notifications built-in, Email Commands, and many more!