To create an activity and attach a file
You can add an activity record and attachment at the same time.
- From Customers, select Manage customers to open the Customer Portfolio.
- Open a customer record.
- Select the Activities-All tab.
- Select the drop-down list located directly below the Sort by area, and select the activity type you want to create.
- Double-click the gray box containing the asterisk (*) to open the Activity Detail window.
- Click New.
- Enter an activity type in the Type field, or click the lookup icon to select an activity type.
- Enter values according to the fields that display.
- Click Attachment to open the Activity Attachment window. The activity record is automatically saved.
- Click New. The Choose the file to attach to the Activity dialog displays.
- Browse to the file you want to attach to the activity record.
- Click OK. A message box opens and gives you the option to save as read-only.
- (Optional) Enable the Save as read-only option to specify that only an administrator (a user with a Customer authorization level of 8 or higher) is able to edit the attachment. If you do not enable this option, all users with appropriate permissions will be able to edit the attachment.
- Click Yes to save the attachment to the database and to add it to the list of attachments on the Activity Attachment window. Clicking No will cancel the activity attachment process.