v2026.4.5

Release date: April 17, 2026

✨ New Features

You can now include files directly in customer profile notes — photos, documents, PDFs, videos, audio and more — without needing external links.

Store important documents: attach receipts, contracts, photos or any file relevant to the customer's history.
Centralize visual information: keep images and documents in the same place as the note, without searching in another system.
Organized by note: each note has its own file list, making it easy to find what was uploaded and when.

Attaching a file:

Open or create a customer note (the Notes tab on the customer profile).
Click the "Attach file" button (paperclip icon) in the editor toolbar.
Select the file from your device.
The file is uploaded and automatically inserted into the note text:
- Images appear visually inside the note body.
- Other files (PDF, video, etc.) appear as a clickable link.

If the note does not yet have a title, the system will ask you to provide one before proceeding with the upload.

Viewing and managing note files:

You can access the files in two ways:

From the notes list: click the paperclip icon (purple) next to the delete button on the note card.
Inside an open note: click the "Files" button in the top bar.

In the files screen you can:

View all files attached to the note in a grid layout.
Open any file in a new tab.
Insert the file into the note text at the cursor position (available while editing).
Delete a file individually — permanently removed from the system.

When a note is deleted, all files linked to it are automatically removed as well.