Store Files inside a Contact Record : Support

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Modified on: Thu, 26 Nov, 2020 at 2:15 AM

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 upload files such as invoices, quotations, client documents etc into a contacts record.

To find out more about this feature please click here to watch a short tutorial video.

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