Use this tab to attach relevant files to the activity. For example, you can attach a printed copy of a sales order sent to the customer.
You can attach as many files as needed.
Attachments Tab Fields
Field |
Description/Activity |
Path |
Displays the actual path from which the attached file was taken. |
File Name |
Displays the name of the attached file. |
Attachment Date |
Displays the date on which the file was attached. |
Browse |
Press this button to launch the standard Open window. Use this window to browse through your files. When you reach the file you would like to attach, click it and press Open. |
Display |
Displays an attached file. To display a file, click the file's row in the table and press this button. |
Delete |
Deletes an attached file. To delete a file, click the file's row in the table and press this button. |