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Summary

The CRM Attachments screen in the RAY admin portal holds documents sent to individual clients, such as contracts or statements. Each row is one attachment for one client, with the client’s contact details and how many times it was opened. Attachments are added in bulk with Import.

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Where to find CRM Attachments

  • Menu: Community → CRM Attachments (Arabic: المجتمع ← مستندات CRM)

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Who can access CRM Attachments

CRM Attachments is shown only to users with an Admin role that includes the CRM attachments feature.

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CRM Attachments list columns

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How to import CRM attachments

  1. Open Community → CRM Attachments and click Import.
  2. Under Select File, choose the Excel file (XLSX or XLS) listing the clients.
  3. Under Select Zip, choose the ZIP file with the documents.
  4. Click Import.
The portal notes: “The import make take some time. After it is completed, attachments will be added.”

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CRM attachment actions

  • View opens the attachment in a new browser tab.
  • Resend asks “Are you sure you want to resend <client name> the notification for this attachment?” and sends the notification again.
  • Edit changes the Client Name, Phone Number, Email, ID Number and Unit Name.
  • Delete removes the attachment.

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Common questions about CRM attachments

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How do I know whether a client opened their document?

Check the Opened/Attempted column. The first number is how many times it was opened.

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A client did not receive their document. What do I do?

Check the client’s Phone Number and Email with Edit, then use Resend.