Yes, with FreeAgent CRM you can upload files to all the Tabs where the Activity Timeline is available, to keep all your information in one single place and manage your resources better.
The admitted formats for files include pdf, csv, zip, Microsoft Office suite, Apple iWork. For Images, the supported formats are jpg, png, gif. The file size can be up to 10MB.
Upload a file in the Activity Timeline
You can upload any file of the admitted formats mentioned above to your Tabs. To do so, click on the desired tab and select the entry for which you want to upload a file. On the Activity timeline, you will see the attachment icon on the lower right corner (1).
Click on it. This will open your computers file manager. Browse your files and select the one you want to upload (1) and click 'Open' (2).
Wait a few seconds for the upload process to conclude. As soon as it is done, a Success message (1) will appear on the top right corner and the attachment will be visible in the activity section (2).
Done! You have successfully uploaded an attachment in the Activity Timeline of your Tabs in FreeAgent CRM. This will help you manage all your information in the same place and keep everyone on your team up-to-date.