In Legrand Cloud CRM, you can attach documents to an activity note, company record and contact record.
Navigate to a company or contact record and click on the plus icon to record an activity note.
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Enter the activity note details and click ‘Attach file’ to attach a document.
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You can also attach additional documents in the company or contact record. Go to the ‘Documents’ panel in the company or contact record and click ‘Attach Document’.
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To search for documents, navigate to the ‘Documents’ module. Use the search bar to find documents related to a specific company or contact.
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