Add an address or attach a file to a contact
Learn how to add an address or attach a file to a contact in Craftybase.
Vendors and customers are added as contacts in Craftybase. You can save important information, such as their address or files, to your contacts so they're available when you need them. This feature is available for Studio+ plans.
Craftybase supports PDF, Microsoft Word, PNG, GIF and JPG file formats of up to 6MB in size.
To get started, click and choose Contacts in the main menu. Choose your contact from the list to see their details.
We'll cover:
Adding an address to a contact
- Navigate to the Contacts page (How do I find my contacts page?)
- Select the contact
Click the + in the Addresses section.
- After entering their name and location, click Save Address.
If you need to edit the address, click Edit, make changes to the address, then click Save Address.
Adding a file to a contact
- Select the contact
Click in + the Attachments section.
- Enter a description, and choose your file.
- Then click Save Attachment.
When you need a copy, click the download icon to save the file to your computer.
Removing a file to a contact
- Navigate to the Attachments section of the contact
Click the X icon beneath the attachment name.
- When the confirmation dialog appears, click OK to confirm the removal.
Get help
If you're having trouble attaching a file to your contact, check if it exceeds the 6MB file limit or if it's an unsupported file format.
If you need more help saving additional information to your contact, ask Craftybase Support for help.