Get Started  
Login  

Help Center

Community / Forum Ask Zappter Support We build your app Marketplace

Documentation

English

General

Videos

Mastering the content editor Pixel perfect design Setup your E-Commerce Store Configure your booking engine Event-System / Drop-In

Popular

App Store Submission Creating Push Notifications Typography Changing template Changing Rules

Business Modules

New

More Tutorials

Documentation

Profile Attachments

Adding profile attachments

Follow the below steps to add attachments of any important correspondences with your customer and potential customer profiles.
1. Admin > My Customers > [Registered Users or Guests]. The list of all customers displays; select the 'Profile' button next to the customer where you want to add the file.
2. Click on the Files > Upload File. 
3. Add a title and upload the file from the computer, and create it.

Downloading profile attachments

1. Admin > My Customers > [Registered Users or Guests]. The list of all customers displays; select the 'Profile' button next to the customer where you want to download the file from.
2. Click on the 'Files.' All existing uploaded files display. Click on the 'Download' button to download the file.

Profile attachments from bottom bar 

With this option, it adds an option on bottom bar where your users can view their own files that you have attached from CRM profile module to their profiles. Additionally, you can also allow them to delete the files.
This is option works if you have Bottom Bar plugin working.
1. Admin > Customize > Bottom Bar > Settings > Settings. Select 'CRM File-Extension' tab.
2. Enable, customize the icon, and save.
CRM - File Extension