Attach a File to a Contact
This feature allows users to upload and associate files, such as documents or images, with specific contacts in the system. It is used to maintain relevant information, enhance communication history, and provide quick access to important files related to that contact.
Steps to Attach a File to a Contact in Wabo-
To attach a file to a contact, follow these steps:
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Navigate to the Contact Module:
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On the left-hand side, go to the Contact Module and select Contact.
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Select a Contact:
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Click on the contact you want to attach a file to.
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Access the Files Section:
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You will be directed to the contact's full details.
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Click on the Files tab.
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Add a File:
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Click on Add File.
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Drag and drop the file from your machine into the upload area or use the file browser to select it.
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Save the File:
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After uploading the file, click Save to attach it to the contact's profile.
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The file will now be attached and accessible from the contact's details.