How to add files to a contact record? | Online Help - Bigin by Zoho CRM

How to add files to a contact record?

To add files to a contact record

1. Open the Bigin app on your Mac.
2. Navigate to the Contacts  module.
3. Select the desired contact record.
4. Switch to the Files tab.
5. Select the Upload Files option.

You may choose the desired attachment type from the available options: Camera, Photo Library, Files, Link, and Insert From Phone.


Note: The Insert From Phone option allows you to use your iPhone as a remote extension of your Mac camera to do the following:
  1. Take Photo
  2. Scan Documents
  3. Add Sketch

    When you save a photo, document or sketch on your iPhone, it will be sent as an attachment to your Mac automatically, with no need for manual transfer.


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