Adding an Attachment

You can add an attachment to a record. All files are stored in the shared attachments directory and synchronize to and from remote databases.

To attach a file using drag and drop

1. Browse to the file you want to add.
2. Drag the file and drop it onto the appropriate record detail view.

The Add Attachment dialog box opens.

If prompted to install Sage SalesLogix Desktop Integration and you want to use this feature, click Yes and follow the steps to install Sage SalesLogix Desktop Integration. In order to complete the install you will be prompted to close all browser windows and Microsoft Outlook.

3. In the Description box, enter a description for the attachment if the default description is not clear.

4. Click OK.

5. Click OK.

To attach a file

1. Open the Attachments tab.
2. Click the Add File button.
3. Navigate to the file you want to add, and then click Open.
4. In the Description box, enter a description for the attachment if the file name is not clear.
5. Click OK.
6. Click OK.

 

To attach a URL

1. Open the Attachments tab.
2. Click the Add URL button.
3. In the URL box, type the complete URL address.
4. In the Description box, enter a description for the attachment if the URL is not clear.
5. Click Save or OK.

Both a description and URL are required.

Related Topics

Editing an Attachment