Upload Files
This article explains how file management works in RealOffice360 CRM
Jump to:
Overview
Uploading files to your CRM is easy. Simply click the Upload file button in the Files tab of a Contact or attach files to a Contact's Notes, Deals or Properties.
NOTE: Please keep in mind that a file has to be associated to a Contact.
Contact Files
The Contact profile Files tab lets you:
- list files associated to this Contact record
- filter files by name
- upload files to this Contact
- delete files from this Contact
List Files
All the files listed here are associated with this Contact record. A file can be:
- uploaded directly to the Contact, using the Upload file button
- attached to one of this Contact's Notes, Deals or Properties
PRO TIP: You can quickly tell if a file is linked to one of this Contact's Notes, Deals of Properties by checking the Files list Linked to column. From there you can quickly open the relevant record.
Filter Files
This simply filters this Contact's Files list based on the search term you enter in the search field.
Upload Files
To upload a file to a Contact you can:
- upload the file directly to the Contact, using the Upload file button
- upload the file to one of this Contact's Notes, Deals or Properties
Delete Files
You can delete a file from the Files list or if linked to a Note, Deal or Property, from that record's files section.
NOTE Please note that regardless of where you delete the file from, the file will be permanently removed from your CRM account.
Search Files
The global Search feature lets you search all the Files in your CRM account. As said before, every file is associated to a Contact record. A file can be:
- uploaded directly to the Contact, using the Upload file button in the Contact profile
- attached to one of the Contact's Notes, Deals or Properties
To search for Files in your entire CRM account, simply check the files option in the Search box.
The results are all the files in your CRM account that match the search text. The results include files uploaded directly to Contacts or attached to Notes, Deals or Properties.
- A: file uploaded directly to a Contact
- Click this icon to open or download the file (this depends on your browser)
- B: file attached to a Deal
- C: file attached to a Note
- D: file attached to a Property
- Click the Deal, Note or Property button to open that record.