Attach Files: Difference between revisions

From Accelerator for SageCRM
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Tag: Reverted
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Tag: Reverted
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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


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Note:


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

Revision as of 17:47, 3 January 2025

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

Note: This screen is hard coded and not customisable.