Media Files

You may need to share and exchange files with your team members from time to time. Whether it is a photo of the latest version of your product or a visual update of the latest from an on-location work site, White Cup CRM Media allows you to share information and files with your team. Other than images, you can share documents, mp3s, and much more.

To access the Media section, use the Toolbox menu icon and select Media from the list.

To upload Media:

1. In the Media screen, in the left navigation section, select Upload.
2. The Upload Media File screen appears. Click 'Browse' under Select File to import the media file you wish to upload from a folder directory.
3. Enter in a Title for the newly imported media.
4. You can associate a media file to a specific module type by choosing from the Association Type dropdown.
5. Select Private to make this media file only accessible to you.
6. Provide a description in the Description field.
7. When finished, select Upload.
8. The View screen appears displaying the uploaded file and information you entered previously. From this screen you can:
   1. Edit the file by selecting the edit () icon at the top-right of the screen, or by clicking on Update on the left-side navigation pane.
   2. Log an action against the media file. (The Comment, Log Call, Log Time, Calendar event widget may be further down the page.)
   3. Delete the file by selecting Delete by clicking the appropriate link on the left navigation panel.

   4. Edit the layout of the View screen by selecting Edit Layout on the left navigation panel.

      

   5. Download a copy of the file using the Download File button at the bottom.
   6. Add the media record to your favorites for quick navigation using the Add <file name> to Favorites button on the navigation panel.