Attach Files - Revision history

Sagecrmw at 17:48, 3 January 2025

2025-01-03T17:48:18Z

← Older revision		Revision as of 18:48, 3 January 2025
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	*Note that when this dialog is used from 365 it closes the dialog when you add a file		*Note that when this dialog is used from 365 it closes the dialog when you add a file

	~~----~~

	~~Note: This screen is hard coded and not customisable.~~

Sagecrmw at 17:47, 3 January 2025

2025-01-03T17:47:42Z

← Older revision		Revision as of 18:47, 3 January 2025
Line 11:		Line 11:
	*Note that when this dialog is used from 365 it closes the dialog when you add a file		*Note that when this dialog is used from 365 it closes the dialog when you add a file

	---		----
	~~Note:~~

	This screen is hard coded and not customisable.		Note: This screen is hard coded and not customisable.

Sagecrmw at 17:47, 3 January 2025

2025-01-03T17:47:25Z

← Older revision		Revision as of 18:47, 3 January 2025
Line 10:		Line 10:

	*Note that when this dialog is used from 365 it closes the dialog when you add a file		*Note that when this dialog is used from 365 it closes the dialog when you add a file

			---
			Note:

			This screen is hard coded and not customisable.

Sagecrmw at 11:18, 2 September 2021

2021-09-02T11:18:49Z

← Older revision		Revision as of 12:18, 2 September 2021
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	Clicking on the attachment icon will download the file and allow you review it before attaching it.		Clicking on the attachment icon will download the file and allow you review it before attaching it.

			*Note that when this dialog is used from 365 it closes the dialog when you add a file

Sagecrmw at 16:25, 12 July 2021

2021-07-12T16:25:59Z

← Older revision		Revision as of 17:25, 12 July 2021
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	[[File:attachfile2.jpg]]		[[File:attachfile2.jpg]]

			Clicking on the attachment icon will download the file and allow you review it before attaching it.

Sagecrmw at 10:44, 25 June 2021

2021-06-25T10:44:35Z

← Older revision		Revision as of 11:44, 25 June 2021
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	The taskpane can be used within compose mode ~~and~~ when used in compose mode this exposes a new options menu item to allow users attach files from a given entity (for example an invoice or PO or contract stored in CRM).		The taskpane can be used within compose mode, when used in compose mode this exposes a new options menu item to allow users to attach files from a given entity (for example an invoice or PO or contract stored in CRM).

	[[File:attachfile1.jpg]]		[[File:attachfile1.jpg]]

Sagecrmw at 10:47, 15 June 2021

2021-06-15T10:47:09Z

← Older revision		Revision as of 11:47, 15 June 2021
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	The taskpane can be used within compose mode and when used in compose mode this exposes a new options menu item to allow users attach files from a given entity (for example an invoice or PO or contract stored in CRM).		The taskpane can be used within compose mode and when used in compose mode this exposes a new options menu item to allow users attach files from a given entity (for example an invoice or PO or contract stored in CRM).

	[[File:~~newaddressbook1~~.jpg]]		[[File:attachfile1.jpg]]

	This opens a dialog and you click on the item to attach it		This opens a dialog and you click on the item to attach it

	[[File:~~newaddressbook2~~.jpg]]		[[File:attachfile2.jpg]]

Sagecrmw at 10:46, 15 June 2021

2021-06-15T10:46:50Z

← Older revision		Revision as of 11:46, 15 June 2021
Line 1:		Line 1:
	The taskpane can be used within compose mode and when used in compose mode this exposes a new options menu item to allow users attach files from a given entity (for example an invoice or PO or contract stored in CRM).		The taskpane can be used within compose mode and when used in compose mode this exposes a new options menu item to allow users attach files from a given entity (for example an invoice or PO or contract stored in CRM).

			[[File:newaddressbook1.jpg]]

			This opens a dialog and you click on the item to attach it

			[[File:newaddressbook2.jpg]]

Sagecrmw: Created page with "The taskpane can be used within compose mode and when used in compose mode this exposes a new options menu item to allow users attach files from a given entity (for example an..."

2021-06-14T17:11:19Z

Created page with "The taskpane can be used within compose mode and when used in compose mode this exposes a new options menu item to allow users attach files from a given entity (for example an..."

New page

The taskpane can be used within compose mode and when used in compose mode this exposes a new options menu item to allow users attach files from a given entity (for example an invoice or PO or contract stored in CRM).