Can we please add the ability to add Files to Opportunity and/or Contact?
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Ilya B.
So, I'm setting up my own High Level and loving it more and more every day. One thing I can definitely use is the ability to add files, like PDF or DOC or images to either an opportunity or a contact.Say one of my team members finishes an audit for a new lead/client and I need to review it before I email it to the client. It would be nice if my team member could upload the file to the contact and/or opportunity for me to review and then email to the client.Thank you
HIGHLVL-I-1873
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P
Pallavi Kothari
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There are two ways to do this now
- Create a custom field for "File Upload" and use that to add files on both the contact and the opportunity
- Use the "Documents" tab on the right to add files about the contact
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J Gray
Pallavi Kothari is it possible to add documents into the contact "document folder" via API yet?
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Pallavi Kothari
J Gray Not yet -please upvote so we can
thanks!
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Karrie Anne Vitti
Pallavi Kothari I've been trying to find a way to have my contract created in HL associated to the opportunity without having to download it and upload it but NO ONE at GHL can help can you?
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Ashley Harsveld
Pallavi Kothari only problem with custom fields file upload is you can only add one file. and also the opportunity field if you move it to say the "payment" pipeline your document (singular cause you cant add more than one) goes "Poof" cause opportunity custom fields don't contact to the contact associated with the opportunity which is super annoying.
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Pallavi Kothari
Merged in a post:
Upload files to an opportunity or notes
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B A
have a lot of business that wants to attach mockups or pos to the unique opportunity
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Sergio Leon
B A there's another idea with 28+ upvotes about this that is marked Under Review:
Core Platform would you please merge this idea into the other one?
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Sergio Leon
I have two locations with this same use case:
They use opportunities to manage customer orders and having all file uploads attached to the contact creates confusion and unnecessary guesswork.
Allowing file upload custom fields on Opportunities would reduce human error and allow them to more quickly close opportunities
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Musab Hidir
yess it will be very helpful
Core Platform
under review
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Jakin Harper
Core Platform: Is this still under review?
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Sergio Leon
Core Platform there are a few other posts about the same idea:
- https://ideas.gohighlevel.com/invoicing/p/upload-files-to-an-opportunity-or-notes
- https://ideas.gohighlevel.com/contacts/p/ability-to-add-images-or-files-to-a-contact-or-opportunity
- https://ideas.gohighlevel.com/opportunities/p/ability-to-add-files-andor-pictures-to-an-opportunity
Would you please merge them into this one so the number of votes accurately reflects the interest from users?