Add Attachment in a Note

Add Attachment in a Note


  1. Click on the Contact module.
  2. Under the Notes column, click on the Add Notes or Plus icon.


A screenshot of a computerDescription automatically generated


  1. A new window will pop up, click on attachment icon (refer below snapshot).
  2. Select the file from the location where it is stored.
  3. Click on the Open button.
  4. Click on the Save button.


A screenshot of a computerDescription automatically generated




    • Related Articles

    • Add Attachment in a Note Under Account

      Open the Accounts Module: Begin by navigating to the Accounts module in Insights CRM. This module is essential for managing account-related information. Locate the Notes Column: Scroll to the right side until the Notes column becomes visible on your ...

    • Add Tags in a Note Under Account

      Navigate to Accounts module. Click on Add Notes or Plus Icon under Notes tab. A new Notes window will be opened, click on Tag icon. Select the relevant tag from the Tags search bar. The selected Tags will be inserted into the Notes window. Click on ...

    • Add attachment in a Note under Prospects Directory

      Click on the Prospects module. Under the Notes column, click on the Add Notes or Plus icon. A new window will popup, click on tag icon (refer below snapshot). Select the file from the location where it is stored. Click on the Open button. Click on ...

    • Add a New Note for a Deal

      Navigate to the Deals module. click the Add Notes or Plus icon under the Notes column. A new window of Add Notes will appear on the screen, enter the Subject and content in the same. Click on the Save button to save the Note. Alternate way of adding ...

    • Record a Note against a Contact

      The user can add a note in the system against a contact; the user can also create a task from that note. From the Contact profile page: Navigate to the Contacts module. Click on the contact's name against whom you want to record a Note. Click on the ...