Attachments and Notes
Managing Notes and Attachments
File attachments are documents, such as Marketing Collateral, Sales Quotes/Orders/Invoices, SLA, and others that can be associated to the CRM modules. Notes are the electronic equivalent of paper sticky notes. You can use the notes to write ...
Organizing Notes
Associate Notes with Records In Zoho CRM, you can associate notes to the records by specifying the required details. You can create notes only if you have the Create permission for Notes. To create notes Click the [Module] tab. In the [Module] Home ...
Attaching documents to emails
In Zoho CRM, you can upload attachments in various places. You can upload attachments in the following: Individual records in CRM In individual emails In the email templates There are file size limits based on where you upload the attachments. Also, ...
Attaching from Local Drive or Desktop
You can use this feature to attach documents, spreadsheets and presentations to the records from your local drive. To attach files from local drive Click the [Module] tab. Module refers to Leads, Contacts, Accounts, etc. In the [Module] Home page, ...
Attaching Documents from Zoho Docs
Zoho CRM now makes it possible to attach files from Zoho Docs. With this feature, you can avoid the hassle of downloading files. You can share Spreadsheets, Presentations, and Documents and they can be collaborated in real time. You can share ...
Attach a URL (link) to a record
When you manage sales in your organization, you may have to send and receive several documents to your customers. They may be legal agreements, sales documents and so on. Zoho CRM's document management feature helps you work with all these documents ...
Sticky Notes
Sticky notes in Zoho CRM are a great way to quickly jot down details about a call, a task or any other information that needs to be easily accessible. These are personal notes and not visible to other users in your CRM account. Sticky notes are ...
Attaching files from WorkDrive
WorkDrive is a cloud based file management software that allows people to create, store, and share files within their organization. Any document (Spreadsheets, presentations, PDFs, images, or writer documents) that is created in WorkDrive can be ...
Attaching files from other Cloud Drives
Files can be attached to a record from other cloud drives into the Attachments related list. The list of supported cloud drives are: Google Drive, Box, and OneDrive. Note A file should not exceed 10MB Maximum of 5 files can be attached at a time. To ...