Attach Files: Difference between revisions
From Accelerator for SageCRM
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The taskpane can be used within compose mode | 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]] | ||
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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. | |||
*Note that when this dialog is used from 365 it closes the dialog when you add a file | |||
Latest revision as of 11:18, 2 September 2021
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).
This opens a dialog and you click on the item to attach 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
