With attachments, i.e., files, you can store and share account, contact person, or project-specific information among the team. Attachments can be images, Word, Excel, or PDF files.
You can also enable OneDrive or Google Drive integration and manage your attachments through these services.
The maximum size for a single file is 5 MB. If the program raises an error regarding the size of an attachment smaller than this, please contact our application support (your installation's total storage space may be full).
Permissions: Account attachments/Contacts list/Project attachments
PSA plans: All
Adding a file
- Go to the account, contact person, or project card > Attachments.
- Drag and drop the file or click Choose a file.
Viewing or deleting a file
- Go to the account, contact person, or project card > Attachments.
- Click the three dots in front of the file name.
- Select the desired action.
When viewing a file, it either opens directly on the screen or downloads to your Downloads folder, depending on your browser settings.