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Attaching files to activity records

Activity attachments are managed in the Activity Attachment window. When you click Attachment on the Activity Detail window, the Activity Attachment window displays with a list of attachments, listed alphabetically according to file name, for the current activity. You can access the Activity Detail window by double-clicking a record in the Activities-All, Call, or Letters tab, or by accessing the View activity tasks window and double-clicking an activity task.

The total number of activity attachments that exists for an activity record displays in the Attachment(s) column on the Calls tab for call activities, and on the Activities-All tab for all activities.

See Also

Attaching Documents to Activity Records

Activity Attachment window

To attach a file to an activity record

To create an activity and attach a file

To view activity attachments

To view activity attachments

To edit activity attachments

To delete activity attachments


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