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 Notes or Comments to Records You can attach notes or comments to records. To do this, open the record in question and click the [Attachments] button. Select 'Create Note' from the Operations menu. A window will open, where you can type in your note.Enter a Comment (text that will identify the note in the list of Attachments) and click [Save] to save. The note will appear in the list of Attachments with the prefix "Note:". You can attach as many notes as you like to a single record. --- In this chapter:
|