File management and object linking
8. File attachments and file management interface.
Major CRM objects, like Conacts, Orders, Projects have special tabs allowing file attaching. The attached files are stored in a special folder and reasonably protected from unauthorized download. Please contact isygen support team to learn how to protect your files better and to exclude an opportunity to download them without permission. To erase the file from the directory it is enough to delete the appropriate file record. All attached files are automatically cleaned up after the holding object is deleted.
Here we should make a note, that photo image files are stored in the opened web directories and protected by index.html only.
9. Subordinated inner views
Each major object has a set of subordinated object views, which filter out subordinated objects. For example, at the Orders tab of the Contact object you will find all the orders made by the specified client; opening the Project view you see all its risks, etc.
We're having great success with iCRMPro, and are now recommending it to our peers and clients for their needs. Thank you again for all your assistance, and for a great product!
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