In the file attachments divers external documents of a customer can be stored. This can be different documents and media files, e.g. PDF-catalogues, video business presentations, emails, scanned documents and web addresses.

The following functions are available:

	Add a new file attachment
	Delete the selected file attachment
	Edit the description of the selected file attachment
	Show path of the file attachment in explorer

A new file attachment can be added by button in ribbon bar or with drag & drop.

A description can be stored for each file attachment and the file attachment can be assigned to a category.

In the list view all stored file attachments of a contact are shown. The symbol in the first column labels the type of the file attachment. The entries can be sorted by click on the column headers.

In the column “Path” the symbol  indicates that the file attachment is available at the stored path. The symbol  shows, that the file attachment or the path is not available.

A little database symbol shows that the information is directly stored in the database.

The paths for the file attachments must be configured in the program settings under Network / Web Server. It must be ensured that all users of the same database have access to these paths.

 

File attachments of a contact

 

An existing file attachment can be opened by double click on the file name.

The description of the individual file attachment can be edited by double-clicking in the Description column.

By double-clicking in the Category column, the assignment to a category can be set or changed afterwards.

A simple click on a file attachment of the type Image shows a preview of the image below the file attachment list.