Add an Associated (Linked) File or Folder to a Contact

Video Tutorial

Save time finding that important file or folder linked to your contact. Using the associated files/folders option in ConvallisCRM this can easily be acheived. This guide will show you how.

To start find the contact that you would like the file/folder to be associated to and then click Edit to load the edit contact details box.

To link a file or folder you must first click the tab labelled Associated Files. This will display a list of files and folders that have been linked to the contact, however when creating a contact the list will initially be blank.

To add an association click the button labelled Add... which will display the link editor dialogue. You can browse for a file to link to the contact by clicking the button labelled File and then browsing to and selecting the desired file using the open file dialogue displayed. Alternatively you can link to a folder containing files linked to the contact by clicking the button labelled Folder and then browsing to and selecting the desired folder. You can also provide a friendly name for the link, although this is optional with the path of the link being displayed if no description is supplied.