Attach Files
The ability to attach files to all CRM entries has been implemented. With this CRM, universal data storage is now available to you. You can even preview all uploaded MS Office files without the need to boot up other applications. See the image below. This is our employee’s actual database. You may see a file attached to the task related to a client (and company). Add as many files as you need and keep them in your CRM database. Need to send it all to a colleague? No problem; all of the files will also be automatically copied.