Overview
You may want to jot down notes or store files related to a specific record. Every group, individual, agent, and policy record has a ‘Notes/Attachments’ tab that you can use to store this data. You can update them over time. When you want to track a client interaction or save a file for auditing/posterity, it's best to use activities. Learn how to use notes, attachments, and pinned notes in this article.
IN THIS ARTICLE
Notes & Attachments
Accepted File Types
Updating or Deleting Notes/Attachments
Pinned Notes
Common Questions
Notes & Attachments
To add or update notes, users need Change Notes/Attachments permissions.
You can add notes about to a contact or upload files. Use notes & attachments for storing items for easy reference and safekeeping.
To add a note or attachment to a record:
- Once you are viewing a record, select the notes & attachments tab.
- Select create new.
- Enter a subject and then add your notes or attachments.
- Drag and drop files or select choose files.
- Select Save.
- Now, you can look up notes or the attached files any time you need.
Accepted File Types
If you want to attach files to a note, please keep in mind that we accept only the following file types:
.bmp, .csv, .doc, .docm, .docx, .eml, .gif, .gz, .htm, .html, .jpeg, .jpg, .log, .m4a, .mp3, .mp4, .msg, .numbers, .pages, .pdf, .png, .pps, .ppt, .pptx, .pub, .rtf, .TIF, .tiff, .txt, .vcf, .wav, .wmv, .wps, .xls, .xlsb, .xlsm, .xlsx, .zip
Updating or Deleting Notes/Attachments
To update a note, select the note and follow the steps above make your changes. To remove a file from a note, select the 'x' next to the filename and confirm you'd like to delete the file. If you need to delete the note, select to delete. If you delete a note that has attachments connected it, those attachments will also be removed.
Pinned Notes
In a list of notes and attachments, you might have one that is more important or that you want everyone to see. To help with that, you can pin a note. Pinning a note adds it to the top of the notes & attachments page and also includes it in the summary for quick reference. Add important reminders, documents, or information to pinned notes for quick access.
To pin a note, click on the push pin icon. You can pin one note and the push pin will be green to let you know which note has been pinned.
Common Questions
Is there a limit to the file size I can upload?
The maximum file size for a single file is 125MB. You may upload as many files as you want, as long as each file is 125MB or less.
How many notes can I add on a record?
Good question, add as many as you need.