Web AppFiles & Notes
How to Upload Attachments to Contacts on Web
Keep attachments and files close to your contact info
Store important documents directly on a client's record.
- File Types: Support for both Images and PDFs.
- Management Tools: Use the Eye icon to preview, the Download icon to save, or the X to delete.
- Organization: Files are timestamped and stored under the Files tab of the specific contact for easy retrieval.