File Categories

WebWorkstation

File categories organize files attached to contact profiles. Staff choose these categories when uploading or editing CRM files.

Open this page from Admin > ZynoCRM > File Categories.

File Categories gives administrators a short, editable list of labels staff can apply to files on contact profiles.

Category List

The File Categories page shows a table with a Name column. Select a row to edit that category.

If no categories have been configured, the page shows No file categories.

Add A File Category

1. Select Add File Category.
2. Enter the Name.
3. Select Create.

Use names staff will recognize, such as Contracts, IDs, Invoices, Reports, or Waivers.

Edit A File Category

1. Select the category row.
2. Update the Name.
3. Select Save.

Renaming a category updates the category label used for contact files.

Delete A File Category

1. Select the category row.
2. Select the delete icon.
3. Confirm deletion.

Before deleting, make sure staff no longer need that category for new uploads.

Related

• CRM Files
• CRM Settings