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Old Version 3

changes.mady.by.user Frini Pouyiouka

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New Version 4

changes.mady.by.user Persia Xenopoulou

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Add any files or URLs related to the entity.

Info

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Check  Configuring General Settings to find out the restrictions (if any) related to the type and the size of the files you wish to upload. 

Status
colourRed
titleAvailable from CRM.COM R9

  1. For adding a file
    1. Click on Add > Upload File
      Attachments - Upload FileImage RemovedAttachments - Upload FileImage Added 
    2. Drag and Drop the file in the modal 
      OR 
    3. Click in the modal
    4. Select the file to be uploaded
    5. Click on "DONE"
    6. Notes: Provide notes related to the upload
  2. For adding a URL
    1. Click on  "ADD"
      Attachments - URLImage RemovedAttachments - URLImage Added 
    2. Attachment: Specify the URL
    3. Notes: Provide notes related with the URL