R9 - Attachments - Global

Owned by Persia Xenopoulou (Deactivated)
Nov 23, 2015
1 min read

Add any files or URLs related to the entity.

Check  Setting up General Settings to find out the restrictions (if any) related to the type and the size of the files you wish to upload. AVAILABLE FROM CRM.COM R9

  1. For adding a file
    1. Click on Add > Upload File
      Attachments - Upload File 
    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 - URL 
    2. Attachment: Specify the URL
    3. Notes: Provide notes related with the URL