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Detta avser program version 6.2  

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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