Uploading images or documents into a contact record

Store Files inside 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
How to add a different image to a contact?
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
How do I remove an attachment from an email I forwarded into a contact?
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
Issue with uploading a file inside a contact's record
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
I have been trying to upload a file into a contact's records but still no file has uploaded - I'm using an iPad
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:  Up...
Thu, 26 Nov, 2020 at 2:17 AM