Add Attachment in a Note Under Account

Add Attachment in a Note Under Account


  1. Open the Accounts Module: Begin by navigating to the Accounts module in Insights CRM. This module is essential for managing account-related information. 
  2. Locate the Notes Column: Scroll to the right side until the Notes column becomes visible on your screen. This column is your gateway to adding and managing notes for accounts. 
  3. Initiate Adding a Note: Click on 'Add Notes' or the Plus icon under the Notes column. This action will bring up a new window for note creation. 
  4. Attach a File: In the new window, click on the attachment icon. This is illustrated in the snapshot below. 


 

  1. Select the File: Browse to the location where your file is stored and select the file you wish to attach. 
  2. Open: Click on the 'Open' button to upload your selected file.  

 

  1. Save: Then, finalize the process by clicking the 'Save' button to add the attachment to your note. 


 

  1. View Saved Attachment: Click on Notes Icon in front of the company wherein attachment is saved. 
  2. A New Saved Notes window will be visible along with the attachment and notes.  

 

 

 

 




    • Related Articles

    • Add Attachment in a Note

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

    • 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 ...

    • Record a Note against an Account

      Navigate to the Accounts module. Click on the account name where you want to record a note. Click on the Notes icon. It will open a new Add Note window; enter the subject in Enter Subject field. Write the Notes in the Enter Notes field. User can ...

    • 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 Account

      To add a new account in InsightsCRM: Navigate to the Accounts Module. Click on Add Accounts button. A new window, ‘Add Account’, will appear on the screen, fill in the required details. Click on the Save button to add the account. The newly added ...