File attachments

You can now attach files, e.g. documents, pictures,.. to any Contact, Company, Project, Task, Opportunity or Quote. The files can be of any type, and are uploaded from your Upvise web account.

You can then access the files, either from your web account or on your mobile.  On the mobile you have the option to download the file directly to the device, if you have the appropriate application installed on your phone to handle the file, i.e. JPG picture files can usually be viewed in the web browser, Word or Excel can be opened in Documents To Go.

If this first option doesn’t work out, you also have the option to send the file to your account email, and open it from your phone’s built-in email application. For example Office documents (Word, Excel…) can be viewed from within the Blackberry email application or from Gmail on an Android phone.