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How to Manage Notes and Attachments in Horilla CRM Detail View

CRM

March 30, 2026

In Horilla CRM, the Notes & Attachments feature makes it easy to keep all supporting information tied to a record in one place. Whether it’s documents, files, or quick notes, everything can be stored directly within the record, so nothing gets lost or scattered across different tools.

You’ll find this feature in the Detail View of Horilla CRM records. The Notes & Attachments tab lets you upload files, add formatted notes, and manage related content without leaving the page. This keeps your workflow smooth and ensures that important context is always within reach while working on customers, opportunities, or campaigns.

Accessing the Notes & Attachments Tab

To get to this section:

Open any record from the List View by clicking the first column
This will take you to the Detail View of that record
From there, select the Notes & Attachments tab

Once opened, you’ll see all notes and files linked to that record in a single view.

Adding Notes or Attachments

To add a new note or file, click the Add button in the top-right corner of the tab.

A form will appear where you can enter the following:

Title

Give your note or file a clear, short name so it’s easy to identify later.

Upload File

You can upload files by either selecting them manually or simply dragging and dropping them into the upload area.

Notes

Use the rich text editor to add any additional details. It supports formatting options like:

Bold, italic, and underline
Lists and text alignment
Links and media
Other standard formatting tools

After filling in the details, click Save to attach the note or file to the record.

Viewing the Notes & Attachments List

All saved items appear in a list within the tab, giving you a clear overview of what’s been added.

Each entry typically includes:

Title – The name of the note or file
Created By – Who added it
Created At – When it was added
Actions – Options to manage the item

This layout makes it easy to scan, find, and manage information quickly.

Inline Actions for Notes & Attachments

Each item comes with a set of quick action icons:

View

Opens a preview of the note or file.

Edit

Lets you update the title, file, or note content.

Delete

Removes the item from the record.

These actions are available directly in the list, so you don’t have to navigate away to make changes.

Viewing Attachment Details

Clicking the View (eye) icon opens the Attachment Detail View.

Here, you can see a preview of the file or note, along with key details such as:

File preview (if supported)
Created By – The user who uploaded it
Created At – The date and time it was added
File Size – The size of the file
Related To – The record it belongs to

1. Download Option

If you need a copy of the file, you can download it directly from this screen using the download button.

2. Available Actions

Within the detail view, you also have the option to:

Edit the attachment
Delete the attachment

This makes it easy to manage files even while reviewing them.

When working with multiple files, the Next and Previous navigation options come in handy.

They allow you to move through attachments without closing the preview window, which is especially useful when reviewing several items in sequence.

Benefits of the Notes & Attachments Tab

This feature helps keep everything related to a record organized and easy to access.

Some key advantages include:

Keeping documents and notes in one central place
Simple and flexible file uploads
Detailed notes with rich text formatting
Quick actions for easy management
Built-in preview and download options
Smooth navigation between multiple attachments

By keeping all relevant information connected to the record, teams can work more efficiently and stay better informed.

The Notes & Attachments tab in Horilla CRM offers a straightforward way to manage additional information within a record. It allows users to store documents, capture important notes, and access everything directly from the detail view.

With features like formatted notes, quick actions, file previews, and easy navigation, it simplifies how teams handle record-related information. As a result, collaboration improves, and important details are always available when needed.

Horilla CRM Editorial Team Author

Horilla CRM Editorial Team is a group of experienced CRM practitioners, revenue operations specialists, and SaaS product analysts who are passionate about CRM software. We have a deep, practical understanding of the customer relationship landscape — from pipeline management and lead nurturing to sales automation and customer retention — and are committed to providing our readers with the most up-to-date and actionable content. We have written extensively on a variety of CRM software topics, including sales pipeline tools, contact management systems, marketing automation platforms, and customer success software. Our reviews and guides are grounded in real-world usage across SMB and enterprise environments. We are always looking for new ways to share our knowledge with the sales and RevOps community. If you have a question about our CRM software, please don't hesitate to contact us.