Attach Files: Difference between revisions
From Accelerator for SageCRM
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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 | ||
Latest revision as of 17:48, 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
