Multiple File Upload

If you are dealing with the standard CRM file uploading restrictions, there is a better way to manage the various file types you need access to. With the Multiple File Upload add-on for SuiteCRM, gain the ability to upload multiple file types, documents, and images directly in your CRM.

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User Guide

How does it work?

Add field to choose multiple files in the required module

Go to 'studio' in the 'Admin' panel.

Add field (1).png

Choose the module in which you want to add multiple files.

choose module.png

Select 'Fields' to add the field in the module.

Click on 'Add Field'.

select Add field.png

Choose 'Multi File' as Data Type and Give any name to the field i.e. 'Choose File' to display as the label of the field.

field type.png

Now go to 'studio' in the Admin Panel again.

Add field (1).png

Choose the module in which you want to add multiple files.

choose module.png

Choose 'Layouts'.

Choose layout.png

Select the view in which you want the Multiple Files field to display i.e. List, Detail, or Edit View. In case you want to display the field in all the views, go to each view individually and make the following changes.

Choose view.png

Drag and drop the field which you just created in the layout or other panels.

drag the field.png

Displayed field in the module

Now, go to the module in which you have created the multiple files field. i.e. Accounts. Choose any record and go to the view in which you added the field.

Displayed field.png

Add multiple files

If you have displayed the field in Detail View, double click on the field to add the files. In case of Edit View, go to Edit View from the Actions drop-down and add files in the respective field.

Using this Add on you can add multiple files of same or different format as per your need.

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