add DELETE Option to inside contact's documents files.. | Voters

add DELETE Option to inside contact's documents files..

Candy Lerio

add DELETE Option inside contact's right side documents files. As of the moment, we cannot delete the uploaded document files in the RIGHT side, we can only delete in the LEFT side view inside contact.

December 20, 2023

Prashan Dharmapala

This is crazy. Who ships features like this? We just migrated from Salesforce to Highlevel and we've uploaded thousands of files to contacts that we cannot now delete or hide in any way from the documents sections of thousands of contacts. And to notice that this issue has been open since December 2023 and they haven't done anything is mind boggling.

Aaron Hardy

Some things like this blow my mind. How did the documents feature ship without this?

Darren Mooruth

Is this still not a feature yet on the right hand side? I'd like to be able to clean this up too, it's 2025. 😅 I was able to find it in Contacts, so thanks to Candy Lerio above there.

Jeff Kelly

Sometimes we upload a document to the wrong client. Sometimes we use the "Add to Documents" option for an email thread and get a bunch of tracking images. We need to be able to delete files from the documents list.

Cam Smith

delete and edit file names
you are not actually deleting documents in the custom fields (assume that's what you mean by left side) we are just clearing the Field.
From HL help files:
"Documents added to custom fields are added to a Folder named "Custom Fields" in the "Internal" section.
Documents in custom fields are non deletable"
This is crazy!

Joe Bones

Enhancement a must

Derek De Giovanni

Agreed. It's nice to have the archive of document files on the right side, but it would be nice to be able to optionally clean those up once in a while too.