HansaManuals Home   >> Standard CRM   >> Working Environment   >> Attachments and Personal Desktop  

Anterior   Siguiente               Capítulo Completo en versión p/Impresión               Buscar  

Este texto se hace referencia a la versión del programa 6.2  

Attachments - Attaching Records to Mails

You can attach records to Mails in one of two ways:

1. Where the Mail already exists, you can drag the record from its browse window to the [Attachments] button of the Mail, as described on the Attaching Records to Other Records page.
   

2. Where the Mail does not exist, open the record and click its [Attachments] button. Select 'Create Mail' from the Operations menu. A new Mail will be opened. Complete the Mail in the usual way and save. The new Mail will be attached to the record automatically, and the recipient of the Mail will be able to open the record using the 'Show To Links' Operations menu function.

Remember that Mails themselves are records. Therefore Mails can be attached to other Mails or to other records. Every feature described in this section applies to Mails as much as to other records.

Mails are fully described here.

---

In this chapter:

• Attaching Files to Records
  

• Reading Files
  

• Attaching Notes or Comments to Records
  

• Reading and Changing Notes
  

• Printing Notes
  

• Changing the Names of Attachments
  

• Attaching Records to Other Records
  

• Viewing Attached Records
  

• Attaching Reports to Records
  

• Reading Reports
  

• Removing Attachments
  

• Attaching Records to Mails
  

• Copying Attachments from one Record to Another
  

• Organising Attachments: Archives

Go back to:

• Home page for Working Environment manual
  

• Home page for Standard CRM manual

Anterior   Siguiente   Arriba            Capítulo Completo en versión p/Impresión