Attachments - Reading Files
You can read a file that has been attached to a record in one of three ways. In the first two cases, a 'Save File' dialogue box will be opened, asking you where the file is to be saved.
- By double-clicking on the file in the list of Attachments. When the file has been saved to your hard disk, your default browser will be opened so that the file can be opened using the appropriate helper application (not Mac OS X).
- By clicking on the file in the list of Attachments and selecting 'Download File' from the Operations menu. The file is saved to your hard disk, but no attempt is made to open it using a helper application.
- By clicking on the file in the list of Attachments and selecting 'Open Record' from the Operations menu. The file is saved to a folder or directory named "Tmp". This will be in the folder or directory containing your Standard CRM application. The file will then be opened using the appropriate helper application.
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