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CRM - File Extension

Attach documents, identity docs, marketing collaterals, sales quotes, orders, invoices, or anything that your organization standardizes to customer profiles with descriptive titles.

The Plugin

This plugin allows users to attach files, documents, and any other correspondence with a customer profile. 
This is an extension plugin to CRM 'My Customers'
 
 
Attach documents, identity docs, marketing collaterals, sales quotes, orders, invoices, or anything that your organization standardizes to make full use of customer or potential customer profiles.

Features 

  • Attach as many documents and other types of files as you need with its own title to assist your team in identifying the documents
  • Unlimited file size
  • Option to set quick access from bottom bar 

Install the Plugin 

To install the plugin, navigate to the marketplace. Search for 'CRM file extension' or enter a few letters in the search; all matching plugins display, and you can install the plugin. That's it! You now have the CRM File Extension plugin up and running.