Attach Files: Difference between revisions

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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]]
This opens a dialog and you click on the item to attach it
[[File:newaddressbook2.jpg]]

Revision as of 11:46, 15 June 2021

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).

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