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 questions, reminders, and anything you would write on notepaper. These are useful for storing bits of information related to customers, which you may need later.
File Storage
We provide default storage based on your Zoho CRM Edition. Apart from this you can also purchase extra file storage at USD 4/month for 5 GB. Please note that the option to purchase additional storage is not available in the Free Edition.
- There is no limit to the number of files that you can attach to a record.
- When you attach documents to a record, the total file size should not exceed 100 MB.
Managing profile permissions for Notes and Attachments
Note: Only Administrators can enable/ disable profile permissions.- Log into your CRM organization with Administrator privilege.
- Go to Setup> Users and Control > Security Control.
- Select the profile you'd like to enable/ restrict access for.
To moderate permissions for Notes:
- Under Basic Permissions, navigate to Notes and toggle the View permission on/off.
- To moderate Create, Edit, and Delete permissions, check/ uncheck the Create, Edit, and Delete options under Notes.
To moderate permissions for Attachments:
- Under Basic Permissions, navigate to Attachments and toggle the View permission on/off.
- To moderate Create and Delete permissions, check/ uncheck the Create and Delete options under Attachments.
- You can delete attachments only if you have the Delete permission for Attachments.
- The deleted attachments are temporarily stored in Zoho CRM's Recycle Bin.
- If you delete the attachments from the Recycle Bin, you cannot restore them.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
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] ...IBM Notes
The IBM Notes extension can help you sync contacts, tasks, and events with Zoho CRM. Choose a one-way or a two-way sync e.g., from IBM Notes to Zoho CRM or vice versa. The Domino Access Service must be enabled for the synchronization process to run ...Managing services with Zoho CRM
Services such as consultation, home cleaning, repair and maintenance, pickup and delivery, and salon or spa appointments are time-bound activities that take place every day, often with different customers. Customers often re-request the same service ...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, ...Managing Roles
In Zoho CRM, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, a Sales Manager can access all the Sales Reps' records whereas Sales Reps can ...