Using Attachments

You can attach images, voice memos, or URLs to many record types. Android users can also attach documents to these record types. You can make attachments as a field for Custom Objects 1-15. The following record types support attachments as a related item (requires record type access):

• Account

• Activity - Appointment

• Activity - Task

• Contact

• Custom Object 1-3

• Lead

• Opportunity

• Service Request

Note: Voice memos have a limit of two minutes of recorded time.

To add an attachment

1. While on the appointment or task detail page, tap the menu icon (three horizontal dots on iOS or three vertical dots on Android), then tap Add Attachments.

2. For all record types (including Appointments and Tasks) for which the attachment is made available as a related object, navigate to Related Objects, tap Attachments and click the add (+) button. The Create page appears.

3. In the File Type field, choose Image, Audio, or Other (Android only).

4. If you chose Image, then complete the following steps:

   1. Tap the Image icon.

   2. Choose either: Choose Photo (to choose an existing photo in your photo library) or Take Photo.

5. If you chose Audio, then complete the following steps:

   1. Tap the audio (speaker) icon.

   2. On the recording page, tap the Record button and record a voice note.

   3. When done, tap the button to stop recording.

6. If you chose Other (Android only), then complete the following steps:

   1. Tap the Other icon.

      The Open From page appears.

   2. Select the source of the document from one of the options below:

      • Recent

      • Images

      • Videos

      • Audio

      • Downloads

      • Photos

   3. Depending on your document source, you need to navigate to the document within the Android operating system.

7. For image or audio attachments, in the Name field, enter the attachment record name, and in the Attachment: File Name field, enter the attachment file name.

   For an attachment of type URL, you have to complete the Name and URL fields.

   When displaying a list of attachments, they are sorted by title in ascending order.

8. In the Description field, enter a description of the attachment.

9. Tap Save.

When you have one or more attachments on a record, you can review it. Use the following procedure to access your attachments.

To access an attachment

1. Navigate to Related Objects and tap Attachments.

   A list displaying the attachments to the selected record appears. The list is sorted by the attachment name.

2. To display information about an attachment, tap the attachment record.

3. You can then do one of the following, depending on the attachment type:

   1. You can display an attached image.

   2. You can play an audio recording using the device’s native audio player.

   3. You can navigate to the URL.

4. Tap Close.