EspoCRM 9.1.0 introduces a handy new feature that allows users to view stream attachments for a specific record directly in a modal window. This enhancement simplifies workflow by eliminating the need to navigate away from the current page, improving efficiency and user experience.
How It Works
With this update, you can now click on any attachment in the stream of a record to open it in a modal. This provides a quick preview without disrupting your workflow. Here’s how to use it:
- Navigate to the desired record in EspoCRM.
- Locate the attachment in the stream panel.
- Click on the attachment to open it in a modal view.
Benefits of the New Feature
This small but impactful update offers several advantages:
- Time-saving: No need to download or open attachments in a new tab.
- Better focus: Stay on the same page while reviewing documents.
- Improved collaboration: Quickly share and discuss attachments with team members.
Summary
The new modal view for stream attachments in EspoCRM 9.1.0 is a thoughtful addition that enhances productivity. By keeping users in context, it reduces unnecessary clicks and streamlines document review processes.
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