You can upload and store files associated with a person in the Contacts area. You may want to do this if you have things like pricing lists and electronic brochures that you want to store with a particular vendor.
To Attach Files to a Contact:
- Click on "Contacts" in the main navigation bar.
- Find the appropriate Contact and click on the "Open" link for that Contact.
- Find the "Files" box and click on the cloud icon in the top right corner of this area to upload files from your computer. You can add multiple files in a single upload.
- NOTE: A file name cannot contain any of these characters: \ / : * ? < > |