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Attachments

You can connect files, notes or other records to any record in Standard CRM. These connected objects are known as "Attachments".

Every record window contains an [Attachments] button in the top right-hand corner. If a record has an Attachment, the button has the icon on the left, otherwise it has the icon on the right.

Click this button to work with Attachments. A list of objects currently attached to the record will be opened:

This list has its own Operations menu, which contains the functions necessary to attach, view and remove Attachments:

You must save a record at least once before you can add any Attachments.

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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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