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Ability to add files to custom object

Derek Anderson

We have an inventory object and we need to attach calibration and certification files that need to be tied to the asset.  Tied to the asset regardless of who the current contact or company is as the products can be transferred between contact and sold to different companies.  Using the file field for contact does not work.... 

The key concept here is that people and companies are transient to a product's users and ownership. My wife can bring my car to the dealership for service. Even though she brought it in, the work is still tied to the asset which I own.  Even if I sell the vehicle, the work history (past and present) is still tied to the s/n of the car.  In our scenario, I need to attach files at key points of the product.

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Hi Derek - 

I wanted to let you know that Files has released! I've pasted some info about it below:

You and your customers can now upload files and images to your client portals, membership sites or any other apps, pages or email/SMS messages.

That means you can easily upload and share:

  • Member profile pictures
  • Contracts and proposals
  • Course resources
  • Job applications
  • Job site photos
  • Much more!

No more email attachments, expired file links, or manually storing and uploading files one by one. Our new Ontraport Files feature streamlines your workflow and your customers’ experience.

Learn more in our Support Center article: https://ontraport.com/support/crm/create-and-customize-fields/ 

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