How to Add Notes, Attachments, Links in Bit CRM

In every module (Leads, Contacts, Companies, and Deals), users will get attachments, links, and notes tabs. If you need to add attachments, links, or notes, just go to the module and click on any record and add the links or attachments or notes under a particular record. 

Notes

Here I am giving an example under the contacts module. Open the Notes tab on any record and click + New.

• Title
• Details — supports rich text formatting
• Add Attachments (optional)

Sharing a note with a client

As with meetings and calls, a note can be shared with a client through their portal (keep the client portal access toggle ON; follow the first image), but only once the client has the notes capability enabled.

If it isn’t enabled yet, the Share with contact toggle appears disabled: “Notes sharing is disabled for this client.” Click the gear icon next to it to jump to that client’s permissions, enable

Notes under Portal Settings → Clients → Edit Capabilities, then return and turn the toggle on and click Create.

Attachments

Open the Attachments tab on any record and click + New. Click Add Attachments, choose your file(s), then click Upload.

Links

Open the Links tab on any record and click + New. That means you are creating important links per contact. You can edit and delete the links also. 

• Title
• Link — the URL
• Description (optional)

Click Create.

Good to know

You can also add attachments and notes when creating a task, meeting, or call. You’ll see an “Add Attachments” option right in that form and also an “Add Note” option for each meeting, call, and task, so you can attach a file or note without leaving what you’re doing.