February 16th
Attachments in comments
Last updated
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Attachments in comments
Last updated
Was this helpful?
You can now add small attachments to comments in Atlas CRM. Add meeting notes in form of a PDF or add a picture of a whiteboard session that you've had about a customer.
Attachments can be up to 10MB in size and you can have a maximum of 25 attachments per comment. Attachments are meant to enrich a textual note about your customer. For larger files you could always use the "Files" section in the customer detail view.
