Adding files to the Contact Gallery

The Gallery in the Contacts tab allows us to see all photos and media relevant to a specific contact in once place.

There are 7 categories for Gallery files.

• Before Pics

  • Photos and documents of the property before any work was completed.

• Production Pics

  • Photos and documents of the property while work and construction is ongoing.

• After Pics

  • Photos and documents of the property after the work has been completed.

• Payments & Warranty

  • Photos and documents of the contact's payments an warranty information.

• Contract

  • Photos and documents of the customer's contract with us or other companies or organizations.

• Customer Files

  • Photos and documents of the customer's

• Others

  • Any Photos and documents relevant to the contact.

To add a file to the Gallery, open the category most relevant to the file you would like to add. Find and click the box labeled Click to add file. Your files will open. Select the file you would like to add.