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.


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • How to add files to a contact record?

                                                                                                                To add files to a contact record 1. Open the Bigin app on your iPad. 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 ...
                                                                                                              • How to add files to contact records?

                                                                                                                To add files to a contact record 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Files tab. 5. Tap the Add button at the bottom right of the screen. You may choose ...
                                                                                                              • How to add files to a pipeline record?

                                                                                                                Method - 1 To add files to a pipeline record 1. Open the Bigin app on your Mac. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Files tab. 5. Select the Upload Files option. You may choose the desired ...
                                                                                                              • How to add files to a product record?

                                                                                                                Method - 1 To add files to a product record 1. Open the Bigin app on your Mac. 2. Navigate to the Products module. 3. Select the desired product record. 4. Switch to the Files tab. 5. Select the Add Files option. You may choose the desired attachment ...
                                                                                                              • How to add files to an event record?

                                                                                                                To add files to an event record 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Select the desired event record. 5. Switch to the Files tab. 6. Select the Add Files option. You may choose the ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources