Plugin Author
Upi
(@upi)
Hello,
the way to save lead comments is :
1. select the “Actions” from the fields presented in the drop down list.
2. use the save icon (disk image) in order to save leads comments.
Please let us know if this helped.
Thanks
Uri
Hello. thats not at all what i asked. please read properly. when someone attaches a file to the form, in the submission, only the file name appears, there is no link to click and download the file
Plugin Author
Upi
(@upi)
Hey
Indeed I misunderstood you.
You can access the file from the contact form 7 plugin.
I know it’s not optimal… sorry for that.
Uri
what about another form plugin, will the attached file have a link inside the CRM? thats all i need. please add this feature, its too important to not add it
Still zero answer from you guys.its been more than a week since I opened this ticket !
I have selected some actions to assign leads and i confirm NOWHERE THERE is a floppy disk to saves changes. I can only click on the “apply” button to reassign a lead (which i dont need to do) and te lead comment is not even saved ! Where is that floppy disk. Please explain in details and send screenshots
Plugin Author
Upi
(@upi)
Hi,
please do the following:
1. click on “Lead Management” menu to enter the lead management table.
2. click on “Choose Fields to display” drop down list, locate and select “Actions” .
that will add the actions column in which you’ll find the “save” (disk icon) option.
please also refer to our video on our home page, http://www.upicrm.com – exact time is 1.15 seconds from the starting of the video.
Please let us know if you managed to save lead comments.
Thanks
Uri
thanks it works better with explanations. HOWEVER, in the editor I do not see the field “lead management comment”, which one is it? please see the following screenshot:
https://prnt.sc/jr8f2p
Also you did not respond me about the attached file, we need the file name in upicrm to be hyperlinked to the stored file. how do we do so, which form plugin is it better to use so that we get the file hyperlinked?
thanks
nevermind for the first question, i use the floppy disk to save the comment
please answer about the file attachement
thanks
Plugin Author
Upi
(@upi)
Hi
About the file attachment issue – it’s simply how we programmed it for now.
I have added your request to our road map for further prioritizing.
I hope we can implement this feature soon, please follow us.
Thanks
Uri
thank you. its very important to have attached files in a crm (invoices, contracts, Resumes….)
