Attachments
Tab
Attachments are files that are linked to a record. The Attachments tab is found on many of the detail views, including the Activity Detail view, and displays a list of attachments for the selected record.
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The Send SLX button in Outlook saves e-mail attachments using one of the following methods:
- E-mail attachments are saved as individual files
- A single e-mail attachment that contains the e-mail and all attachments
The method used is determined by your administrator.
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When you make changes to an attached file you must update the attachment so that Remote users can access the updated version.
The columns are Attachment, Modify User, Modify Date/Time, Size, and File Extension. Click a column heading to sort the list according to that column.
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- If you make changes to an attachment you must upload the new file for those changes to be available in Infor CRM. Any changes you make are made to a local copy of the file, not the attached file.
- If an activity member has calendar access to the activity leader, then the member will be able to add or edit attachments. If the member does not have calendar access, then the member can only view, copy or save attachments.
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How Do I?
- Click the Filter
button.
- Do one or more of the following:
- In the Attachment box, type the one or more characters contained in the attachment name. The more characters you type will return a shorter list.
- Use the Modify Date Range boxes to select a date range during which the attachment was last updated.
- Click Apply to filter the list or Reset to clear your filter options.
Click the Filter button again to hide the filters.
- Click the name of the file you want to open.
- If prompted, select the Open option, and if necessary select a program from the list.
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If necessary, click OK.
- Click the name of the file you want to save.
- If prompted, select the Save option.
- If necessary, click OK.
Related Topics
Adding Attachments
Editing Attachments
Deleting Attachments
