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.

Note: The Send to CRM option in Outlook saves email attachments using one of these methods:
  • Email attachments are saved as individual files.
  • A single email attachment that contains the email and all attachments.

The method used is determined by the administrator.

When you perform 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.

Note: 
  • If you perform changes to an attachment you must upload the new file for those changes to be available in the application. Any changes you make are made to a local copy of the file, not the attached file.
  • If an activity member has calendar access to the activity leader, the member can be able to add or modify attachments. If the member does not have calendar access, the member can only view, copy or save attachments.
To access the Attachments tab you can:
  • Click the Attachments tab on the Activity detail view or any other detail view, to view the Attachments tab. If the tab is not visible click More Tabs.

On this page you can:

  • Filter the list of attachments:
    1. Click Filter.
    2. Do one or more of the following:
      • In the Attachment field, specify one or more characters contained in the attachment name. The more characters you specify, the shorter list you get.
      • Use the Modify Date Range fields to select a date range during which the attachment was last updated.
    3. Click Apply to filter the list or Reset to clear your filter options. Click the Filter option again to hide the filters.
  • Send an attachment in an email:
    1. Select the attachment file that you require to send.
      Note: Sending a URL (file extension .url) in an email is not supported.
    2. Click Email (Send via Email).

      A notification is displayed in the browser window.

    3. Click Keep if prompted.
    4. Click the .eml file to view the email message with the attachment file attached.
    5. Complete the To, Subject, and add any text to the body, and send the message.
  • View an attachment, by performing these steps:
    1. Click the name of the file you require to view.
    2. If prompted, select the Open option, and if required select a program from the list.
    3. If required, click OK.
  • Save an attachment, by performing these steps:
    1. Click the name of the file you require to save.
    2. If prompted, select the Save option.
    3. If required, click OK.
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