Link to websites and attach files to timeline entries. This includes:
Transactions
Interactions
Notes
Tasks
To add attachments, see Add and Manage Attachments.
Tip: Don't see this in Bloomerang CRM? Contact us to upgrade your free account or purchase storage to start attaching files.
Attachments on the Timeline
Timeline entries with attachments are marked with a paperclip icon.
Click Attachments to filter the timeline.
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.
Note: Custom profile pictures count toward the storage limit.