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Attaching Documents to Activity Records

When you open an activity record and click the Attachment button on the Activity Detail window, you can attach a file to the activity record and save it to the iMIS database. For example, you can attach a Microsoft Word document, PowerPoint slide presentation, spreadsheet, graphic, e-mail file, or html page. Once the file is saved to the iMIS database, you can open it on your system using the associated application and view, modify, or delete it from within iMIS.

In This Section

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

To delete activity attachments

See Also

Customer Communication

Overview

Generating Customer Profiles

Creating Letters

E-mailing Customers


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