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.
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.
- 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.
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