Learn how to attach files directly to your contacts in Surplus Systems CRM to keep all relevant documents and information in one accessible place. This guide provides easy-to-follow steps on how to enhance your contact management by including necessary files, facilitating better documentation and improved customer service
1. First up, please click on Settings
2. Then, proceed by clicking on 'Custom Fields'.
3. Afterwards, click on 'Add Field' to proceed.
4. Now, select 'File Upload' to upload a file.
5. Click on the designated upload element.
6. Now, press 'Next' to continue.
7. Please enter the required information in the field.
8. Afterwards, click Contact from the drop down list
9. Now, click on Group and select from the drop down list
10. Next, click on the checkbox of your chosen file format.
11. Press 'Additional Preferences' for more options.
12. Now, provide the necessary information in the indicated field.
13. Following that, jot down a brief description.
14. Lastly, click on 'Save' to save your settings.