The procedure to view a linked attachment within a contact record is as follows:
- Using the global search facility, type in the first few characters of the contact
1.
- Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon (
).
- Navigate to Menu > Attachments. The Attachments window is displayed, revealing a list of all files linked to the contact record in the Attachments summary table.
- Highlight the specific row matching the attachment to be viewed.
- Click on View Attachment. The Attachment Viewer window is displayed, revealing the document, image or video clip.
- Click on Close.
Note
1 The search facility will return all possible matches for both first name and last name once the Number of characters before an automatic search commences system preference is reached.
See related topics...
Contacts record maintenance overview
To add an attachment to a contact record
To remove an attachment from a contact record
Using the search facility
