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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.

Add Files to 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.

Download the File from 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 download the file from.
2. Click on the 'Files.' All existing uploaded files display. Click on the 'Download' button to download the file.

Adding Quick-access in Bottom Bar 

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.