Adding Files to Your Contacts

Unlock the power of file management within Aesthetix CRM with this comprehensive guide. Learn how to seamlessly attach files to your contacts, streamlining document organization and enhancing communication efficiency. This tutorial provides step-by-step instructions on uploading, accessing, and managing files associated with your contacts, ensuring all pertinent information is readily available in one centralized location. From contracts to presentations, master the art of file integration to streamline your workflow and elevate your CRM experience.


1. Select the Settings option on the main menu.

1 First up, click on the element.

2. Scroll down to navigate through the settings options.

2 Click here.

3. Find and select the Custom Fields option.

3 Afterwards, click on "Custom Fields".

4. In the Custom Fields section, click on the Add Field button.

4 Following that, click on "Add Field".

5. From the field options, click on File Upload button.

5 Afterwards, click on "File Upload".

6. Select the option to Choose File for upload

6 After that, click on the element.

7. Once the file is selected, click on the Next button.

7 Click on "Next".

8. Now, provide a name for the field in the Field Name section.

8 Once that's done, click here.

9. From the drop-down list, choose Contact.

9 Afterwards, click on "Select".

10. Next, pick a relevant group from the drop-down list.

10 Then, click on "Select".

11. Choose your desired file formats by ticking the respective boxes.

11 Click here.

12. If the preference is to allow multiple files, ensure the Allow Multiple Files option is checked

12 Next up, click on the element.

13. Choose the Max File Limit to set the limit.

13 After, click here.

14. Then, click on Additional Preferences for more options.

14 Now, click here.

15. Provide a unique identifier in the Unique Key section.

15 Click here.

16. Optionally, you can add a description for the added field.

16 Next, click on the element.

17. Once all details are complete, click the Save button to finish.

17 Click on "Save".

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