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Attachments - Changing the Names of Attachments

When you attach a file to a record, its file name will be shown in the list of attachments. When you attach a note to a record, it is not immediately given its own name in the list.

If you want to rename a file or note, highlight it in the list of Attachments and select 'Edit Link Comment' from the Operations menu. A window opens where you can type in a new name.

Click [Save] to save and close the window, or [Cancel] if you don't want to save changes. You may have to close and re-open the list of Attachments for the change to take effect.

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