CRM

tadelmeyer
Participant

Custom property file upload gone?

SOLVE

Hi everyone!

 

I was wondering wether the custom property field type for file uploads is gone. 

When editing or creating a property this field type is no longer in the list.

 

In my specific case I want to add such a field to deals.

According to the wiki this field type is only avaible in contact properties but I cant even find it in contacts.

 

field types dropdown 1field types dropdown 1field types dropdown 2field types dropdown 2

Best regards

Thomas

 

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Custom property file upload gone?

SOLVE

Hi @tadelmeyer

 

The property type is still available in my portals and is just called 'File'. Not sure what it might have been translated to. 

 

However, as you mention, this is only supported by the contact object and not by deals. 

 

But all objects support file attachments, which you can upload from the record in your portal. 

 

This is described here: How do I add or remove an attachment from a contact, company or deal?

 

Does this help?

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

0 Upvotes
5 Replies 5
apexpred
Contributor

Custom property file upload gone?

SOLVE

Similar issue, I added a propety to contacts with the type file upload, but I don't get the option to upload a file to the contact? 

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Custom property file upload gone?

SOLVE

Hi @tadelmeyer

 

The property type is still available in my portals and is just called 'File'. Not sure what it might have been translated to. 

 

However, as you mention, this is only supported by the contact object and not by deals. 

 

But all objects support file attachments, which you can upload from the record in your portal. 

 

This is described here: How do I add or remove an attachment from a contact, company or deal?

 

Does this help?

Phil Vallender | Inbound marketing for B2B technology companies
0 Upvotes
Jon7746
Participant

Custom property file upload gone?

SOLVE

I'm having a similar issue. Ticket Properties don't give you the File option, only Contact Properties. 

brysonh
Participant

Custom property file upload gone?

SOLVE

Yes, we need a custom property/field of type attachment that can be added to deals.  This wil allow us to add Contracts and other files to a deal.

tadelmeyer
Participant

Custom property file upload gone?

SOLVE

Hi Phil,

 

Thanks for your answer! The file upload type is still not avaible. Not even for contact properties. Maybe it's only avaible for pro / premium user.

 

What I want to do is to create a file upload field for deals called "proposal". When the deal gets moved to the deal stage "proposal sent" the field should be mandatory. Without the ability to create such fields for deals this would only be possible via attachments or notes with an attached file.

 

Best regards

Thomas