To attach a file to an activity record
Note: Your administrator must enable the Allow user Edit option for the activity for which you want to add an attachment.
- From Customers, select Manage customers to open the Customer Portfolio.
- Find a customer's record.
- Double-click the activity record to which you want to attach a file. The Activity Detail window displays.
- Click Attachment to open the Activity Attachment window.
- 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 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.
Note: If you attempt to attach a file that exceeds the value specified by your administrator, iMIS displays a message that the file exceeds the file limit.