To add an attachment to a contact group

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The procedure to add an attachment to a contact group is as follows:

  1. Using the Advanced search spy-glass (), select Contact Group as the Search for and Search by category, and enter the Group name as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Contact Group Summary window is displayed.
  3. Navigate to Menu > Attachments. The Attachments window is displayed.
  4. Click on New Attachment. The Attach Files window is displayed 2.
  5. Browse to the intended file using the Select Files... navigation button. The file name is displayed in the Browse network files field.
  6. Alternatively, where the intended file is maintained within an Electronic Document Management system, copy its unique web address into the EDM file URL field provided 3.
  7. Enter the Attachment name into the field provided 1.
  8. Use the Description field to add contextual notes that detail the background to the attachment.
  9. Click on Save. The attributes of the file, including the type, are displayed in the Attachments summary table 4.
  10. Repeat steps 4 through 8 to add further attachments to the contact group record.


Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all attached files.

Note

1 Additional search criteria may need to be employed (e.g. address, post code, group type) to ensure that the correct contact group is returned; an alternative Search by category of Contact may be selected to extend the available search fields.

2 File attachments of type DOC, PDF, JPG, GIF, PNG, BMP, HTML, WAV, WMV and MP4 are all supported.

3 The system preference Allow EDM documents as case attachments governs the availability of this option; an Integration Management service configured for the incumbent EDM System supplier must also be operational.

4 Use the summary table Menu option to hide or reveal additional columns of information; apply the standard 'drag and drop' technique to reposition columns into a different order.


See related topics...

Contact groups maintenance overview

To remove an attachment from a contact group

To view a linked attachment within a contact group

To create a new contact group

To define a system preference value

Using the search facility