Managing Notes and Attachments

Managing Notes and Attachments

File attachments are documents, such as Marketing Collateral, etc and others that can be associated to the CRM modules. Notes are the electronic equivalent of paper sticky notes. You can use the notes to write questions, reminders, and anything you would write on note paper. These are useful for storing bits of information related to customers, which you may need later.

File Storage

We provide default storage based on your Nonprofit Vertical CRM Edition. Apart from this you can also purchase extra file storage at USD 4/month for 5 GB.

Note:

  • There is no limit to the number of files that you can attach to a record.
  • When you attach documents to a record, the total file size should not exceed 20 MB.
  • For Notes and Attachments, you can access them only if you have the appropriate permissions to view, add, edit, and delete.
  • You can delete attachments only if you have the Delete permission for Attachments.
  • The deleted attachments are temporarily stored in Nonprofit Vertical CRM's Recycle Bin.
  • If you delete the attachments from the Recycle Bin, you cannot restore them.

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