File/Avatar upload

How to attach files to customers and sales and upload avatars to companies and contacts.

Files

Users can attach files to customers and sales. The default file upload limit is set to 50MB per file. You can configure the file upload limit in MB, or leave it blank to have no limit.

Configure file upload limit

  • Navigate to Settings, Manage apps.

  • Look for the Atlas CRM section in the menu on the left.

  • Navigate to Settings.

  • Navigate to File upload.

Avatars

It is possible to upload avatars to companies and contacts. Click on the empty image in the overview page in a company or contact (see below).

Avatars can be changed at all time. The maximum upload size of avatars is equal to the maximum upload size of files.

Last updated