Add notes and attach files

Before you start

• The record page

Not everything about a record fits in a field. Notes hold the conversation (“Called the vendor, delivery moves to Sunday”). Attachments hold the paperwork: the signed contract, the delivery photo, the quotation. Both live on tabs of the record page.

Add a note

1. Open the record and click the Notes tab.
2. Click the box that says Write a comment… and type your note.
3. Click Post.

○ ○ ○Beezr

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Type in the box. A counter shows how many characters you have left.
Post adds the note to the thread.
Each note shows its author and date. Delete shows on your own notes.

Write a short note. Notes appear under Comments, each with the author’s name and the date.

With no notes yet, the tab says “No comments yet. Start the conversation!”

To delete a note, click Delete on it. You see Delete only on notes you wrote, and it removes the note straight away.

Watch out

A note is visible to everyone who can open the record. Keep passwords and private details out of it.

Attach files

1. Open the record and click the Attachments tab.
2. Click Upload and choose one or more files. Or drag files anywhere onto the tab. When you drag, the page says Drop to upload.

○ ○ ○Beezr

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The path shows the folder you are in. All files is the top.
New folder and Upload sit at the top right.
Each file has buttons to preview, download and delete it.

Uploads start as soon as you choose the files, and you can add several at once. Choose files that fit this:

What	Choose
Types	Images (GIF, JPG, PNG), PDF, Word (DOC, DOCX), Excel (XLS, XLSX), ZIP and RAR

To share a presentation or a video, put it in a ZIP file first .

Organise files in folders

1. Click New folder.
2. Type a Folder name, for example Signed copies.
3. Click Create folder.
4. Click the folder to open it. Upload files while you are inside, and they go into that folder.

Use the path at the top to go back. Click All files to return to the top level. An empty folder says “This folder is empty”. An empty tab says “No files yet” and “No files at this level. Open a folder, or drag files here to add them.”

Open, download or delete a file

• Preview opens the file in a window.
• Download saves a copy to your computer.
• Delete asks “Delete this file?” and removes it after you confirm.

Deleting a folder asks “Delete this folder and its files?”. Beezr warns that the folder and every file inside are removed for good. Click Delete folder and files only when you mean it.