The article explains how to store and manage documents within contact profiles in Scalendo by using custom file upload fields. This feature helps organize important documents like contracts and invoices directly in client profiles.
"Adding files to contacts in Scalendo allows you to store important documents directly within the contact profile, such as contracts, invoices, and notes." The system offers two upload methods: direct profile uploads or custom field uploads.
When creating a custom file upload field, you can configure:
Step 1 - Create Custom Field: Navigate to Settings > Custom Fields, select "File Upload" type, name it descriptively, and save.
Step 2 - Locate Field: Go to Contacts, select your contact, find the custom field in the Custom Fields section.
Step 3 - Upload: Click "Upload File," select from your device, and confirm.
After uploading, you can view files by clicking the link, delete them, or replace them with new uploads. "An Undo option will appear immediately, allowing you to restore the file quickly."