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Setting Up Attachment Types

This section discusses how to define attachment types.

Page Name

Definition Name

Navigation

Usage

Attachment Types

AV_ATCH_TYPE

select Set Up SACR, then select Product Related, then select Contributor Relations, then select CR Common Definitions, then select Attachment Types

Define attachment types, which are available to select when attaching files to person, organization, and prospect records on the respective Person-Attachments, Organization Attachments, or Workset Attachments components.

Access the Attachment Types page (select Set Up SACR, then select Product Related, then select Contributor Relations, then select CR Common Definitions, then select Attachment Types).

Image: Attachment Types page

This example illustrates the fields and controls on the Attachment Types page. You can find definitions for the fields and controls later on this page.

Attachment Types page