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Attachment Basics

Link to websites and attach files to timeline entries. This includes:

  • Transactions

  • Interactions

  • Notes

  • Tasks

To add attachments, read Add and Manage Attachments.

Attachments on the Timeline

To filter a constituent's timeline for entries with attachments, click Attachments.

File Attachment Storage

Individual files must be 10MB or less in size. Bloomerang CRM offers at least 10GB of storage space. Larger options have more storage.

If you go over your data limit, email [email protected]. You may also try removing file attachments. However, if a file is attached to more than one item, it must be removed from all of its items to create room for more attachments.

Custom profile pictures count toward the storage limit.

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