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Attachments

You can connect files, notes or other records to any record in Standard CRM. These connected objects are known as "Attachments".

Every record window contains an [Attachments] button in the top right-hand corner. If a record has an Attachment, the button has the icon on the left, otherwise it has the icon on the right.

Click this button to work with Attachments. A list of objects currently attached to the record will be opened:

This list has its own Operations menu, which contains the functions necessary to attach, view and remove Attachments:

You must save a record at least once before you can add any Attachments.

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