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Attaching files to a contact record in Act
You are probably already used to the fact that when you create a
Word document from an Act contact record, a link to that document is recorded in
the Notes and History tab.
You can also attach any other type of file to an Act contact. From the contact
view, hit CTRL and I or use the mouse to select Contact/Attach File. This will
prompt you to show it the file you want to attach. This could be a cash flow
for a client, a Lotus spreadsheet doing tax planning, an image file or any other
type of file. After you have attached it, you can click on the regarding in
Notes and History to edit the description.
You should only attach a file when the location of that file will not change
(i.e. do not attach a file that is in the Data\Wip folder that will eventually
be moved). The attachment is actually just a link to the file itself, so it
does not use up additional file space on the server.
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