File management and object linking
8. File attachments and file management interface.
Major CRM objects, such as Contacts, Orders, and Projects, have special tabs, which allow files to be attached. Such files are stored in a special folder and reasonably protected from any unauthorized download. Please contact the isygen support team to learn how to protect your files from any unauthorized download. To erase the file from the directory, just delete the appropriate file record. All attached files are automatically cleaned up after the holding object is deleted.
Please note that photo image files are stored in the open web directories and only protected by index.html.
9. Subordinated inner views
Each major object has a set of subordinated object views that filter subordinated objects. At the Orders tab of the Contact object, for example, you will find all the orders made by a specified client. Opening the Project view allows you to see all its risks, etc
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