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Contacts file attachments
The main modules > Contacts > Contacts detail view > Contacts file attachments

In the file attachments divers external documents of a customer can be stored. This can be different documents and media files, e.g. PDF-catalogues, video business presentations, emails, scanned documents and web addresses.

The following functions are available:

Add a new file attachment
Delete the selected file attachment
Edit the description of the selected file attachment
Show path of the file attachment in explorer

A new file attachment can be added by button in ribbon bar or with drag & drop.

In the list view all stored file attachments of a contact are shown. The symbol in the first column labels the type of the file attachment, for pictures a preview is shown here. The entries can be sorted by click on the column headers.

 

File attachments of a contact

File attachments of a contact

 

An existing file attachment can be opened by double click on the file name.

 

File attachments are stored beside the database in the media paths that need to be configured in global settings.