Adding Files to a Contact Record

In this section, you'll learn how to create a custom field and incorporate it into your Contact or Opportunity details. Begin by navigating to the Settings category and selecting the Custom Fields section. Then, click the +Add Field button to initiate the creation of a new field.

Uploading a File

In the popup that appears, choose the File Upload option and upload your file by selecting it in the Preview section located in the upper right corner of the popup.

Naming the Field

Next, assign a name to your new custom field. In this example, the field is named "Esther's Files."

Selecting the Object

Decide where this custom field should appear within your CRM, either under Contact Details or Opportunity Details.

Grouping the Field

Choose the group within the selected section where this custom field will reside.

File Type Selection

You can specify which types of files are allowed, or choose Any to permit all file types.

Attaching Multiple Files

If you need to attach multiple files to a single custom field, enable the toggle for this option and set the maximum number of files that can be attached. Don’t forget to click Save to finalize your settings.

Accessing the Custom Field

To see your custom field in action, go to the Contacts tab on the left menu and open a specific contact record.

Once inside the contact record, click on Additional Info and scroll down. You will notice a new option to add files. By clicking the Upload a File button, a local file browser will open. Select the desired file to upload, and once the upload is complete, click Save.

This process allows you to efficiently add and manage files within your CRM's contact records.