Uploading images or documents into a contact record
You can now store files inside a contacts record using the in-built file storage feature which you will see within a contact record. This allows you to...
Thu, 26 Nov, 2020 at 2:15 AM
When a contact is added to your CRM account there is a default image that is automatically given for that contact. You can change this image to eithe...
Thu, 26 Nov, 2020 at 2:16 AM
1. Go into the contact section of your CRM account 2. Search for your contact using the contacts search box 3. Open up the contact record ...
Thu, 26 Nov, 2020 at 2:16 AM
The maximum individual file size you can upload inside a contact's record is 4GB. If you are having an issue with uploading a file into a contact&#...
Thu, 26 Nov, 2020 at 2:16 AM
If you are trying to upload a file such as an image into a contact's record - within the Files section you will need to click on the following: Upl...
Thu, 26 Nov, 2020 at 2:17 AM