Adding Files to Contacts

Files such as images, audio files, videos, excel or word docs can be added to Contacts. To add a file to the contact, search their name and load the record. Click the 'Files' tab Fig.1 (1) and click the green '+' icon Fig.1 (2). This will open a pop out window. 

Fig.1

Enter an appropriate title for the file you are going to attach Fig.2 (1). To add the file to the Media Library, leave the 'File Library' checkbox ticked Fig.3 (2). Click 'Choose File' Fig.3 (3). 
 

Fig.2

A browser window will open, navigate to the location of the file, select the file and click 'Open' Fig.3
 

Fig.3

The browser window will close, and the name of the chosen file will be visible in the popout window Fig.4 (1). Click 'Save' or press ENTER .

Fig.4

To edit a file, click the green pencil icon Fig.5

Fig.5

You can edit the title, download the file, or delete the file. Click 'Save' or press ENTER. Fig.6

Fig.6