Organizing Notes and Files for Contacts
What can be done with notes and files in the contact module?
These features are useful for maintaining comprehensive and organized records of interactions and important documents related to each contact in the system.
Notes
This feature allows you to add and manage notes related to a specific contact. The Add Notes Here... prompt indicates a text input area where you can type or paste your notes. Once entered, these notes can be saved, edited, or deleted as needed.
Files
This section allows you to manage files associated with a contact. Click the add icon to upload documents, images, contracts, or any other relevant files. Once uploaded, files can be accessed, reviewed, or removed, keeping all important documents in one place for easy access.
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