How to upload attachments?
There are two ways to attach files to Notes and Deals for each contact.
To attach a file to a note, follow the steps below:
- Open a contact in OnePageCRM
- Click on Add Note (see A).
- Click on clip icon (see B).
- In the new window, browse your computer and select the attachment you wish to upload.
- Click on Open (see C).
- Insert your note.
- Click Save and your note with attachment will be shown in the timeline (see D).
To attach a file to a note, a call or a deal with drag
- Open a contact in OnePageCRM.
- Click Add Note section (see D). Note: You can drag n' drop in Add Call and Add Deal area also.
- Drag n' drop your selected file into the box (see E).
- Your file will be attached to your Note (see F).
- Maximum attachment size is 10MB and each user can upload up to 1GB of file storage.