EditPurpose
To add any document such as quote, NDA, etc. for the contact.
EditLocations Used
Contacts
EditOverview
When viewing contact information, there are several tabs at the bottom portion of the Contacts page that are used to organize additional information for the contact. One of them is called "Documents". Through this tab, you can add, view, and delete any documents that pertain to this contact.
To view a contact's information, bring up the contact list by making the selection
Contacts⇒Contact List from the main menu bar. The Contacts page will be displayed with a list of all your contacts. Click on a Last Name to view that contact's information.
Scroll to the bottom of the page and click on the
Documents tab to view information listed under that tab.
EditAdd a Document
1. To add a document for the contact, click on the ADD button located at the top right corner of the tabbed area. A window titled
"Add a new document" will pop up:
 Add a new document |
2.
Choose File - Enter the name of a file on your computer or network that you would like to upload for this contact. Or click on the Browse button to choose from the File Selection window. SalesdeskSuite recognizes files in PDF format.
3.
File Title - Enter a title for the document.
4. Click on the
SAVE button to save the document for the contact. Click on the
CANCEL button to discard your changes.
 Documents tab |
Delete a Document
1. Click on the delete icon (red circled "x") for the document you wish to delete.
2. You will be asked to confirm the delete request. Click on the OK button to continue or on the CANCEL button to disregard your request.