New
“Files” tab on the contact. Open a person or company and store any documents in the new Files tab: PDF, Word, Excel, images and saved emails (.eml, .msg). Drag one or more files onto the area or click Choose files – up to 50 MB per file.
Everything at a glance. The list shows each file’s name, size, date and who uploaded it, newest first. Use the icons to open a file in your browser or download it under its original name.
Deleting asks first. A file only goes away once you confirm the deletion in the dialog – permanently, including from storage.
Owners and admins only. Files on a contact are visible to the owner and admins of your workspace. The crew in the staff portal does not see them.
Also in the AI assistant. Ask, for example, “Which files do we have for Huber?” – the assistant lists them and deletes a file after you confirm. Uploading works through the tab.