Attaching Files to a Contact

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:

  1. Click on "Contacts" in the main navigation bar.
  2. Find the appropriate Contact and click on the "Open" link for that Contact.
  3. 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: \ / : * ? < > |
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