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Adding Files to Contacts Using a Custom Field in Stack

Efficiently manage your contact documents by adding files directly to their profiles in Stack. This guide walks you through the process of using custom fields for a more organized document management approach.

Why Add Files to Contacts?​

Adding files to contacts in Stack allows you to store important documents like contracts, invoices, and notes directly within the contact profile. This feature streamlines client management by keeping all essential files organized and easily accessible.

Stack provides two methods to upload files to a contact:

  • Directly via the contact profile.
  • Using a custom field for file uploads.

Key Considerations Before Creating a Custom Field​

When setting up a custom file upload field in Stack, consider the following options to enhance organization and functionality:

  • File Type: Specify the types of files users can upload. Supported formats include PDF, DOC/DOCX, JPG/JPEG, PNG, GIF, and XLS/CSV.

  • File Restriction: Set the maximum file size allowed for uploads. The maximum size per file is 250MB.

  • Allow Multiple Files: Decide if users can upload a single file or multiple files. If allowing multiple, specify the maximum number (e.g., 3 or 5).

  • Object Type: Determine where the custom field will be applied, such as:

    • Contact: Attach files to individual contact profiles.
    • Opportunity: Link files to deals or leads.
    • Company: Associate files with company profiles.

  • Group Tab: Organize the custom field within a specific section for better visibility, such as:

    • Contact Information: Core details like personal documents.
    • General Info: Miscellaneous files.
    • Additional Info: Supplementary documents.

Upload Files to a Contact Using a Custom Field​

Step 1: Create a Custom Field Called File Upload​

To start, you need to create a custom field as it is not available by default. Follow these steps:

  1. Navigate to Settings from the left-hand menu.
  2. Select Custom Fields.
  3. Click Add Custom Field.
  4. Choose the File Upload field type.
  5. Give the field a descriptive name, such as "Contract Upload" or "Client Document".
  6. Save the custom field.

Step 2: Add a File to a Contact​

Once your custom field is set up, you can add files to a contact:

  1. Go to the Contacts section from the left-hand menu.
  2. Select the contact you wish to update.
  3. In the Custom Fields Section of the contact's profile, locate the file upload field you created.

Step 3: Upload a File​

With the custom field visible in the contact's profile, you can upload files:

  1. Scroll to the Custom Fields section of the contact's profile.
  2. Locate the file upload field you created.
  3. Click Upload File, select a file from your device, and confirm the upload.

After uploading, you can manage the file directly from the contact’s profile. To view the file, simply click on the file link in the custom field. If you need to delete or replace a file, you can do so by uploading a new one. An Undo option will appear immediately after deletion, allowing quick restoration.

Frequently Asked Questions​

Q: What file types can I upload?
You can upload PDF, DOCX, PNG, JPG, CSV, PPTX, and XLSX files.

Q: What is the maximum file size allowed?
Each file can be up to 250MB.

Q: Can I delete or replace a file after uploading?
Yes, files can be deleted or replaced. For custom fields, simply upload a new file to overwrite the old one.

Q: Can I upload multiple files at once?

  • Direct Upload: No, files must be uploaded one at a time.
  • Custom Fields: You can create multiple custom fields for multiple uploads.

Q: What should I do if a file fails to upload?

  • Ensure it meets the file type and size requirements.
  • Check your internet connection.
  • Refresh the page and try again.