Attaching Files to CS Activities

CS activities can have one or more attachments, such as documents, images, and other files.

To add one or more attachments to a CS activity in Activity Tracker:

1. In Activity Tracker, click , then click Manage Attachments. The Manage Attachments window displays.
2. Do one of the following:
• Click Upload Files and select the files you want.
• Drag and drop the files you want in the Manage Attachments window.
3. When the files have been uploaded, click Done in the Upload Files window.
4. [Optional] You can click next to an attached file to preview it. You can delete an attached file by clicking next to it.
5. Click Close in the Manage Attachments window. The number of attachments on the CS activity's card in Activity Tracker is updated automatically.

Note:

You can view CS activity attachment files on CS activity record pages, in the Files related list in the Related tab.