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
- Open a contact in OnePageCRM
- Click on Add Note .
- In the Add Note box → click on the clip icon → select the attachment you wish to upload.
- Click Save and your note with attachment will be shown in the timeline.
To attach a file to a note, a call or a deal with drag n' drop
- Open a contact in OnePageCRM .
- Click Add Note . Note: You can drag n' drop in Add Call and Add Deal area also.
- Drag n' drop your selected file into the box.
- Your file will be attached to your Note.
- Maximum attachment size is 10MB and each user can upload up to 1GB of file storage.