4.4.2.4.7 Adding, Removing, and Viewing Attachments

Use this section to add an attachment for the customer record. You can also remove existing attachment from the record.

To add an attachment to a customer record, follow these steps:

1. On the Customer page, click Attachment to add an attachment. The Add Attachment window displays.
2. Enter the comments in the Comment box.
3. Click Attach File. Select a file to attach. Click Upload. The attachment is added to the customer record and the user returns to the Add Attachments window.

   Note:

   You can attach only .text, .doc, and .xml files.

4. To remove an attachment, go to the Attachment list and click the Attachment link in the attachment column. An Attachment List window displays.
5. Select the required attachment and click Remove. The Attachment page displays the updated list of attachments.
6. To view the attachment, go to the Attachment list and click the Attachment link in the attachment column. An Attachment List window displays.
7. Select the required attachment and click Download. The file downloads.
8. Click Open to view the attachment. You can also choose to Save the attachment in your local machine.