📎 Attachment-Type Custom Fields

Released in: Web 2.59 (January 16th, 2025) Overview: SPOTIO now allows admins to create custom fields that require an attachment, ensuring important files and photos are uploaded at the right stage of the sales process. Key Enhancements: Previously, users could upload attachments to activities and records, but there was no way to define or require specific file types at certain stages. With this update, admins can: Create custom fields that require an attachment. Specify what type of attachment is needed (e.g., "Signed Contract" or "Photo of Front of House"). Require attachments at record creation or specific pipeline stages to ensure critical files are uploaded on time. ✅ Benefit: Ensures important documents and photos are properly captured within the workflow, reducing missed uploads and improving data accuracy. 📸 See the screenshots below for how an admin sets up an attachment-type custom field and how it appears on web and mobile when an attachment is saved in the field.