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To delete activity attachments

An important maintenance step in working with activity attachments is deleting activity attachments that are no longer needed. You can delete activity attachments from the Activity Attachment window, or run a script to delete activity attachments that have a File Date earlier than a specific date. When an activity attachment is deleted, the Attachment(s) column on the Activities-All or Calls tab updates to reflect the deletion.

You can delete an activity attachment only when another user does not currently have the file open for editing (indicated by a dash "-"), and the file is not read-only. If you click Delete on the Activity Attachment window and another user has the file open for editing, a message displays informing you that another user is editing the document.

Caution! Deleting an activity attachment permanently removes the file from the iMIS database.

Note: Only system administrators can modify activity attachments marked as read-only.

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Find a customer's record.
  3. Select the Activities-All tab.
  4. Double-click the activity record containing the attachment you want to delete. The Activity Detail window displays.
  5. Click Attachment to open the Activity Attachment window.
  6. Select the attachment you want to delete.
  7. Click Delete. A message displays asking you to confirm the deletion.
  8. Click Yes to permanently delete the attachment from the iMIS database, or No to cancel.

See Also

Attaching Documents to Activity Records

Activity Attachment window

Attaching files to activity records

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


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