The File Field type allows you to add unlimited file upload fields to any module. Need to required certain files such as a quote? Add files to any module with the File field available in Studio
Want to add file upload fields to a module and not use Notes or Documents? Need to add more than 1 file field? With File Field you can add as many file upload fields to a record as you need on any module simply by using Studio.
Set Required Files
In Studio you can decide which file fields are required and which are optional. Great for when your processes require certain files to always be uploaded.
Instead of using Notes or Documents that require many additional clicks to upload and access files, use a more native file field type right on your CRM records.
Follows Security Access
Since the file uploads are right on the module records your record permissions will apply to the file fields correctly. No more insecure usage of the Notes and Documents modules.
If an uploaded file is an image it will show a preview on the edit, detail, list, and dashlet views.
File fields can be created with Studio
Works Great with QuickCRM
File Field is fully supported in QuickCRM, the mobile app solution for SuiteCRM.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Using the File upload field for image uploads? With Image Preview any file uploaded that is an image shows a preview of the image on Notes, Documents, custom modules, etc. Wherever the File field type is used. Works on detail views, edit views, list views, and subpanels.
Drag and Drop Multiple Documents
The bulk upload add-on allows SuiteCRM users to upload multiple documents by drag and drop in one shot without needing to navigate to the Documents subpanel. You can configure the drag-drop option for any Documents subpanels on any base module or custom module. When enabled, any user can go to the D...