Custom Fields: File and URL | Office24by7 Tutorial

Описание: In this tutorial, learn how to create and use the File and URL custom fields in Office24by7. These field types allow you to upload important documents and store external links directly within your CRM records, making data management easier, faster, and more organized.

What you’ll learn in this video:
How to add and use a File field for uploading documents, images, or PDFs
Setting up a URL field to store website links, profiles, or resource references
Practical examples of when to use File and URL fields in your workflows
Best practices to keep your records structured and accessible

Timestamps:
00:00 Introduction
00:17 About File and URL fields
00:49 How to set up File field
01:38 How File field reflects in the object
02:25 How to set up URL field
02:54 How URL field reflects in the object
03:22 Conclusion

With Office24by7’s flexible Custom Fields, you can tailor the platform beyond imagination to match your unique business processes and industry needs.

📌 Explore more customization tutorials in our playlist:    • Admin Setup Tutorials  

Learn more: https://office24by7.com

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