Attachments Tab
Attachments are files that are linked to a record. The Attachments tab is found on many of the detail views, including the Activity Detail view, and displays a list of attachments for the selected record.
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The Send SLX button in Outlook saves e-mail attachments using one of the following methods:
The method used is determined by your administrator. |
When you make changes to an attached file you must update the attachment so that Remote users can access the updated version.
The columns are Attachment, Modify User, Modify Date/Time, Size, and File Extension. Click a column heading to sort the list according to that column.
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- On a detail view or the Activity Detail view, click the Attachments tab. If the tab is not visible, click the More Tabs tab.
- Click the Filter
button. - Do one or more of the following:
- In the Attachment box, type the one or more characters contained in the attachment name. The more characters you type will return a shorter list.
- Use the Modify Date Range boxes to select a date range during which the attachment was last updated.
- Click Apply to filter the list or Reset to clear your filter options.
Click the Filter button again to hide the filters.
- Click the name of the file you want to open.
- If prompted, select the Open option, and if necessary select a program from the list.
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If necessary, click OK.
- Click the name of the file you want to save.
- If prompted, select the Save option.
- If necessary, click OK.
