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Šis apraksts rakstīts programmas versijai 6.2  

Attachments - Copying Attachments from one Record to Another

You can copy an Attachment of any kind from one record to another as follows:

1. Open the record with the Attachment (the 'source' record) and click its [Attachments] button.
   

2. Open the record that is to receive the Attachment (the 'destination' record).
   

3. Drag the Attachment from the list of Attachments to the [Attachments] button of the 'destination' record (or to its list of Attachments).
   

4. Hold down the Shift key while dragging if you do not want to remove the Attachment from the 'source' record.

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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

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• Home page for Working Environment manual
  

• Home page for Standard CRM manual

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