Attach Files

From Accelerator for SageCRM
Revision as of 11:47, 15 June 2021 by Sagecrmw (talk | contribs)

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