09-19-2013 12:47 PM
attaching documents via drag and drop function into "Document" tab saves the document to default location ie
"Act->Act Data-> Documents"
how can this be customized to a different folder not seeing anything i can change in "Design Layout"
09-23-2013 01:50 PM
In the Act! Program (Not the web interface) you can change the default location of documents by changing the store location in the preferences.
Change the file type to Documents (Or anything else you would like to change)
Modify the path
Click OK to save the changes.
Let me know if this answers your question appropriately.
09-23-2013 02:25 PM
yes you are absolutly right andi have done so for other reasons.
But this only provides a user based alternate location.
I am after a per contact/record based solution.
IE "Sugar Company" with a unquie id of "SC01" and a pdf named "SC01inventory.pdf
to be linked or saved to the named folder "SC01"
yes because of our unique coding process it will not make any difference if all attachments are saved to the same folder.
as your software does now
however for aestetic and third party software reasons it would be a significant advantage to have attachments with
same unique id reside in the same folder.
any solution orup coming??
thanks 4 your time
09-23-2013 03:15 PM
As far as I'm aware this is currently not a feature that we are looking to add to the program. I've noticed in the past that multiple locations for attachments, even folders in the current location, cause a great deal of performance degradation. I would assume that is why we went with the unique file ID system, so it only had to run with one indexed folder.
Thought it's not something that I have been told is planned for a future release, it may still be in the works and I simply haven't been told about it, yet.
09-24-2013 04:59 AM
files are saved to "\\server\office-database" files\Attachments\ by default
where can i find the xml or dll file to change this location manually or is it hard coded