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.
