In this section, you will learn how to create a custom field and add it to your Contact or Opportunity details. First, navigate to the Settings category and select the Custom field section. Click on the “+Add Field” button to start creating one!
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Upload A File
In the popup that appears, click on the File Upload and upload your file in the Preview section on the Right upper corner of the popup.
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File Name
In the next window, give your new field a name. As you can see, I've simply named the fields “Esther's Files” for our example.
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Select Object
Choose the section in your CRM you want this custom field to be; as a Contact or Opportunity details.
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Choose a Group
Choose a group you want the Custom field to be within the details you selected above.
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Select File Type
You can also choose what types of files can be attached, or select Any to allow all file types.
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Attach Multiple Files
To attach multiple files to one Custom field, enable the toggle and set the maximum number of attached files. Lastly, click Save.
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Let’s see how it works. Click Contacts on the left menu and open an individual contact record.
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In the contact record, click the Additional Info and you'll see a new option to add files when you scroll down.
If you click the "Upload a File" button, a local file browser is opened, select the file you want to upload, and after the file has been uploaded, click Save.
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