Viewing e-mail attachments

The procedure detailed here is for the Customer Interactions form. You can also view e-mail attachments on the Vendor Interactions, Prospect Interactions, and Sales Contact Interactions forms.

To view e-mail attachments sent to SyteLine in SyteLine:

  1. Open the Customer Interactions form.
  2. Select the interaction row on the Conversations tab with the desired e-mail attachment.

  3. Select Actions > Documents for Current from the menu bar. The Attached Documents form is displayed.