Storing files in the customer card
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There are two ways to attach files to the customer card:

drag-and-drop - Grab the file with the mouse and drag it to the upload area of the customer card. "Select from computer" - When clicked, you can select the desired file from your computer's file explorer Uploaded files are displayed below the upload area and in the "Previous interactions" block.

Important!

It is not possible to upload files if the system account has been frozen.

To delete a file, click on the 'trash can' icon.

Accepted file formats:

image/jpeg
image/png
image/gif
image/svg+xml
text/txt
text/plain
text/html
text/webviewhtml
text/x-server-parsed-html
application/xhtml+xml
application/pdf
application/rtf
application/vnd.ms-office
application/msword
application/vnd.ms-excel
application/vnd.ms-excel.12
application/vnd.ms-powerpoint
application/vnd.openxmlformats-officedocument.wordprocessingml.document
application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
application/vnd.openxmlformats-officedocument.presentationml.presentation
application/vnd.openxmlformats-officedocument.presentationml.slideshow
application/vnd.oasis.opendocument.text
application/vnd.oasis.opendocument.graphics
application/vnd.oasis.opendocument.presentation
application/vnd.oasis.opendocument.spreadsheet
application/vnd.oasis.opendocument.chart
application/vnd.oasis.opendocument.formula
application/vnd.oasis.opendocument.database
application/pcx
application/x-pcx
image/pcx
image/x-pc-paintbrush
image/x-pcx
zz-application/zz-winassoc-pcx
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Previous article
Sending an email from the customer card
To send e-mails, the templates for the "Customer" event are also used. In some cases, you may need to confirm the sender's e-mail in the system settings.