Adding Files To Contacts

Adding Files to Contacts

Objective

The objective of this SOP is to guide team members on how to add files to contacts by creating a custom field for file uploads and attaching files to contact records.

Key Steps

1. Create a Custom Field for File Uploads:
   • Go to settings.
   • Scroll down to custom fields.
   • Navigate to the folder where you want the custom field to be located.
   • Create a new field.
   • Select "file upload" as the field type.
   • Add a field name.
   • Allow the desired file types.
   • Check the box for allowing multiple files.
   • Set a file limit (e.g., 10).

   • Save the custom field.

     
     
2. Attach Files to Contact Records:
   • Go to the contact section.
   • Pull up a contact record.
   • Locate the section where you added the custom file field.
   • Locate the files section that was added.
   • Click on the files section or drag and drop files to upload for the contact.