Attachments Tab

Attachments are files that are linked to a record. The Attachments tab is found on many of the detail views, including the Activity Detail view, and displays a list of attachments for the selected record.

When you make changes to an attached file you must update the attachment so that Remote users can access the updated version.

The columns are Attachment, Modify User, Modify Date/Time, and Size. Click a column heading to sort the list according to that column.

If you make changes to an attachment you must upload the new file for those changes to be available in SalesLogix. Any changes you make are made to a local copy of the file, not the attached file.
If an activity member has calendar access to the activity leader, then the member will be able to add or edit attachments. If the member does not have calendar access, then the member can only view, copy or save attachments.

To open

On a detail view or the Activity Detail view, click the Attachments tab. If the tab is not visible, click the More Tabs tab.

To view attachment information

Click the name of the file you want to view or select the file you want to open and click Open.

The Send SLX button in Outlook saves e-mail attachments using one of the following methods:

E-mail attachments are saved as individual files
A single e-mail attachment that contains the e-mail and all attachments

The method used is determined by your administrator.

To download an attachment

Right-click the file name, and then select Save Target As.
Navigate to the appropriate directory, and in the File Name box, enter file name, and then click Save.
Click OK or Close as appropriate to verify download success.