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Attaching a File to a Contact
1. Right click anywhere in the Notes/History section.
Select Attach file from the menu
2.
This will open up the attach file dialog box. Navigate
to the directory where the file is located and double click on
it. This will attach the file to that contact's
Notes/History section.
3. Once it
is in the Notes/History section, you simply
double click on the attachment icon on the left to open the
attached file.
As always, if
you should have any questions regarding this Tip, or anything
else involving ACT!, please call the ACT! Specialists of
CRM
Coaching at 440-944-ACT1.
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