Update Attachments for a Contact

You can update attachments for a contact using the New File and New URL links.

Note the following:

• Examples of file types that you can attach include Microsoft Outlook email messages, Microsoft Word documents, image files, and videos.

• With iOS devices (such as iPad), you can only attach files from the gallery or by using the camera on the mobile device to take a photo or record a video.

• With non-iOS devices (such as Samsung Galaxy tablets), you can attach files using Bluetooth or the file browser, if Siebel Mobile has been integrated with the file system on the mobile device. If the mobile application isn't integrated with the file system on your mobile device, then you can't upload and download attachment files. For more information, see Overview of Siebel Mobile Integration with Native Device Features.

Note: The attachment functionality is supported in both online and offline mode. In offline mode, attachments are supported only when customers install the Siebel app or use the Siebel Mobile Archive file to create and deploy a customized Siebel Mobile Application Container for iOS and Android devices. For more information, see Download and Install the Siebel App.

Update Attachments for a Contact

1. Select Side Menu and then Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Select a contact in the Contacts list.

   All details for the selected contact appear after the list in the main pane.

3. Update an existing attachment (file or URL) as follows:

   1. Select Attachment in the list in the side pane.

      All attachments associated with the contact appear in the Attachments list in the main pane.

   2. Select the attachment that you want to update.

   3. Select the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. If using an iOS device (such as iPad), then attach files and open attachment files as follows:

   1. To attach an existing file from the gallery:

      • Select Attachment in the list in the side pane, and then tap the New File button.

      • Select Choose Existing, select an existing file to attach to the record, and then tap OK.

   2. To attach a new photo or video:

      • Select Attachment in the list in the side pane, and then select the New File button.

      • Select Take Photo or Video, take an instant photo or record an instant video, and then tap OK to attach the photo or video to the record.

   3. To open an attachment file, select the attachment name link.

      A dialog box appears with following options:

      1. Select Copy to copy the resource in clipboard and use it to paste it to other apps or add to your local folders.

      2. Select Quick Look to quickly check open the file and view it in a window.

      3. Select Save Image to save the file attachment to phone storage.

      4. Select Assign to Contact to associate the file attachment with a contact, if the file is of image type.

      5. Select Print to print the document.

      6. Select Add to Shared Album to create shared album folder and sync to iCloud.

      7. Select Save to File to save the file attachment to phone storage.

         You can provide any file-name to save it in the mobile storage area.

      8. Select Add Tags to associate search keyword with the file attachment.

5. If using a non-iOS device (such as a Samsung Galaxy tablet), then attach files and open attachment files as follows:

   1. To upload a new attachment file to Siebel Server from a mobile device:

      • Select Attachment in the list in the side pane, and then select the New File button.

      • Browse to and select the file that you want to upload, and then tap OK.

   2. To open an attachment file, select the attachment name link. Based on the file extension type, please select the most appropriate app to open the attachment.

6. Attach a new URL address as follows:

   1. Select Attachment in the list in the side pane, and then select the New URL button.

   2. Type the URL address in the URL field, and then select Add.

   3. To navigate to an existing URL address, select the URL attachment name link.