Attach Files To A Contact Record

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Your header text here

In the popup that appears, choose File Upload.

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And in the next window, give your new field a name and a placeholder name. As you can see, I've simply named the fields “Files” for our example.

You can also choose what types of files can be attached, or select Any to allow all file types.

Error:  The Parser function of type "embeddedImage" is not defined. Define your custom parser functions as: https://github.com/pavittarx/editorjs-html#extend-for-custom-blocks 

To attach multiple files, enable the toggle and set the maximum number of attached files. 

Lastly, click Save.

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Let’s see how it works. Click Contacts on the left menu and open an individual contact record.

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In the contact record, click the Additional Info tab on the left, and you'll see a new option to add files when you scroll down. 

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If you click the Add File button, a local file browser is opened. We're going to select this test PNG.

Error:  The Parser function of type "embeddedImage" is not defined. Define your custom parser functions as: https://github.com/pavittarx/editorjs-html#extend-for-custom-blocks 

And after the file has uploaded, click Save.

Error:  The Parser function of type "embeddedImage" is not defined. Define your custom parser functions as: https://github.com/pavittarx/editorjs-html#extend-for-custom-blocks 

Now our test PNG has been attached to the contact for easy reference.

Error:  The Parser function of type "embeddedImage" is not defined. Define your custom parser functions as: https://github.com/pavittarx/editorjs-html#extend-for-custom-blocks 

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Attachments Made Easy in Conversations