Adding Files to Contacts in Surplus Systems CRM | SURPLUS SYSTEMS

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Adding Files to Contacts in Surplus Systems CRM

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

1 First up, click here.

2. Then, proceed by clicking on 'Custom Fields'.

2 Then, click on "Custom Fields".

3. Afterwards, click on 'Add Field' to proceed.

3 After, click on "Add Field".

4. Now, select 'File Upload' to upload a file.

4 Click on "File Upload".

5. Click on the designated upload element.

5 Click on the element.

6. Now, press 'Next' to continue.

6 Now, click on "Next".

7. Please enter the required information in the field.

7 Click here.

8. Afterwards, click Contact from the drop down list

8 After that, click on "Contact".

9. Now, click on Group and select from the drop down list

9 Click on "Name".

10. Next, click on the checkbox of your chosen file format.

10 Next, click on the element.

11. Press 'Additional Preferences' for more options.

11 Then, click on "Additional preferences".

12. Now, provide the necessary information in the indicated field.

12 Now, click here.

13. Following that, jot down a brief description.

13 Following that, click on the element.

14. Lastly, click on 'Save' to save your settings.

14 Click on "Save".

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