Is it possible to edit the documents once attached to CRM?

• Related Articles

• Where can I view the documents attached from Google Docs in the CRM system?

  You can view the attached documents under the "Attachments" section in the Record Details page.   

• How do I edit an event in CRM

  There are three ways to edit an event in CRM. In the Events List View In the Event Quick View popup in Calendar In the Event Details page In the Events List View Go to the Activities module and choose the required required Event List View. Point the ...

• How do I edit a scheduled call in CRM?

  In the Calendar view, click on the call you wish to edit. In the pop-up that appears, click the Re-schedule link. Enter the new details and click Save.

• Upload Documents

  Upload presentations, spreadsheets, PDFs, etc. within your Documents tab in CRM. You can upoad 10 files at a time. To upload documents Click the Documents tab. In the Documents tab, click Upload. Each file size should not exceed 20 MB. Select the ...

• Edit Records

  You can edit Zoho CRM records from your Android phone To edit a record Go to the module (Leads, Accounts, Contacts, etc.). Tap the record that you want to edit. Tap the More Options icon and then tap Edit. Modify the details of the record and ...