InfoFlo CRM KB

Search Knowledge Base by Keyword

How do I link a file to another contact, company or project (Paste as Link)?

You are here:
< Back
  1. Click 'Contacts' from the left tabbed menu.
  2. Select the contact that you would like to obtain the file from.
  3. Click 'My Files' from the bottom tabbed menu of the Summary View.
  4. Right click the file and click 'Copy'.
  5. Select the Contact that you would like to link the file to.
  6. Click 'My Files' from the bottom tabbed menu of the Summary View (for the new contact).
  7. Right click in the empty space of the My Files view and click 'Paste as Link x file: '{file_name}''.
  8. Confirm the link by clicking 'Yes' to the 'Confirm Link' dialogue box.
  9. Your file has now been linked to another contact. The process to link files is the same for contacts, companies and projects.