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Search HansaManuals.com HansaManuals Home >> Standard CRM >> Working Environment >> Attachments and Personal Desktop Previous Next Entire Chapter in Printable Form Search This text refers to program version 6.2 Attachments - Attaching Files to Records To attach a file to a record, open the record in question and click the [Attachments] button. Select 'Attach File' from the Operations menu. An 'Open File' dialogue box will open, allowing you to locate the file to be attached. Find the file and click [Open]. The file will be attached to the record. Its filename will appear in the list of Attachments with the prefix "File:". You can attach as many files as you like to a single record.The 'Attach File' function attaches a file to a record by copying the file into a folder or directory called "Attach" that is in the same folder as your Standard CRM application. In multi-user systems, the "Attach" folder will be on the server machine, in the same folder or directory as the Standard CRM server application. Because the attachment process creates a copy of the original file, you will still be able to download and read the attached file, even after the original has been deleted. If you want to attach a large file to a record, make sure (using the disk space indicator in the 'About Standard CRM' window) that the hard disk containing your Standard CRM application has sufficient space. As the file is uploaded to the server, a progress indicator appears so that you can monitor its progress.
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