upload doc in civicrm?

[mirasu]

Hello

You can attach files to contacts documentation? as is?

thanks

[sushant]

Make use of custom field for contacts of type "File". Here is docs how to add custom fields.
http://book.civicrm.org/user/current/organising-your-data/custom-fields/

S.

[Coleman Watts]

Or add a note with an attachment.

[jaapjansma]

This is almost ready as an extension, see https://github.com/CiviCooP/org.civicoop.documents for the source code.
This extension is in development and is planned to be ready before the summer.

[mirasu]

Hi Thank you all for answering.

sushant, I've been all day trying to do this manually, do not know how to upload the scanned documents associated with a customer.


Coleman Watts, Thanks but not how to do that. I do not have that option and do not know how I make out.

jaapjansma, because that would be perfect, proves when finished.

I thought may be I'm looking for a program equivocaco networking as dinamics microsoft crm. CiviCRM may be that program? or is oriented for another job?

thanks

[jaapjansma]

Hey mirau,

It depends what you are really looking for. All of my clients who are now using civicrm have considered as one of the alrtnatives ms Dynamics. So yes Dynamics is comparable with civicrm.

[mirasu]

Thanks, I will try find more information in Spanish and try it again but when the extension out.
thanks