Files and Photos

You can attach files and photos with each contact. These might be Word proposals, PDF document scans, or Excel plans. You can add a description of the fie to help you remember what it is. To download the file, just click on the filename. If you upload a JPG photo using the Add a Photobox, a thumbnail will be created and displayed below the contact data.

Adding a File

This section will allow you to upload and store any file in a contacts record for better organization of critical client information and for ease of access in the future. Simply create a description of the file, browse your desktop, select the file, and upload.

 

Adding a photo

This section will allow you to upload and store any photo in a contacts record for better organization of critical client information and for ease of access in the future. Simply create a description of the file, browse your desktop, select the file, and upload.