upload file box

SuiteCRM Forum - English Language SuiteCRM General Discussion
#1

Hey Guys

How do I enable file uploads? My sales guy wants to attach / upload files into SuiteCRM, the Leads section. How do I enable it?

Thanks
Andrew

#2

You can create a note or attachment record in the ‘History’ subpanel using the ‘Create Note or Attachment’ button.

You could also build a relationship to Documents in Admin -> Studio -> Leads -> Relationships to then create a document using the ‘Documents’ subpanel.

Thanks,

Will.