I have a Lead with files in Dropbox, and when I convert it to Account, Opportunity, or Contact record, the file doesn't move over to the new record's Dropbox.
Hi there @imsharmaine20, sorry to hear you're having issues with this.
I'm not sure if this would help, but have you consulted this Help Center article yet?
Let me know and we'll take it from there.
Hi @walter, I can't open the link you sent, it says "Not found"
Thanks for flagging this @imsharmaine20 - I just corrected it.
Could you have a look and let me know if it works now?
Thanks!
Yes, everything is setup and configured based on the Advanced admin settings instructions, but the issue still occurs.
Thanks for the clarification @imsharmaine20
May we reach out via email to have a further look internally at this point?
Yes, please contact me via email.
Hey @imsharmaine20! Please check your email address, and reply back to my message, when you get some free time.
Cheers.
We have the same issue, it would be useful if the solution could be added the knowledge base, this a very common use case.
