Easy Way to Add Notes to A Contact Record
In our other CRM system we are able to add text file notes to contact records along with other attachments. In Zoho Desk we know that we can also add other attachments but we need a way to add an easy to edit note for saving things like usernames and URI paths. If we add a text file the contents are static. This is the case if we attach a file from Dropbox too. When we try to add a Zoho Docs file from the cloud we get this error:
"The file wasn't attached since its extension is not supported."