NetHunt CRM integration with Google Calendar works both in the Gmail extension and in the web application.
- You can upload files from Google Drive/Shared Drives/Computer. Go to a record and click on the FILES section and on Add files:
2. If you Upload from your computer, the file will be first uploaded to your Drive, creating a path for workspace folder>folder folder>record folder:
This way, all the files you upload from your computer to the record will be kept accordingly.
3. If you upload a file from your Drive first, the file will be depicted on the record but stored in the Drive folder you took it from:
4. All the attachments linked to the record can be found on a timeline. If you have a lot of timeline interactions you can always use filter to find the necessary attachment either from your device or Google Drive/Shared Drive.