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ACT 2000: How do I attach files to Notes/History?

New Member
Posts: 1
Country: United States

ACT 2000: How do I attach files to Notes/History?

[ Edited ]

I would like to know how to open attachments on my contacts page under the notes and history. I would like to attach a detailed invoice from excel next to the notes and history. This would really be a life saver when I view past invoices so I can see more than who I spoke with and what time it was when we spoke. If you could help me I would love it and it would make my job a little/lot more streamline. Act 2000

 

[edited subject to be relevant to question]

Message Edited by ghollister on 10-30-2009 09:44 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: ACT 2000: How do I attach files to Notes/History?

Copper Super Contributor
Posts: 68
Country: Canada

Re: ACT 2000: How do I attach files to Notes/History?

You can also just look up the Excel file in Windows explorer; drag the Excel file to the "Notes/History" tab in Act 2000 and let Act create the record automatically.  You can do this for multiple files at once  (we do it all the time in our office to attach the entire contents of 'client folders' (stored on the server) to new act record).

 

Luis 

Copper Super Contributor
Posts: 38
Country: Peru

Re: ACT 2000: How do I attach files to Notes/History?

Just make an right clic in the note/history and select the attach from menu.

 

Jose Ignacio Mujica

ACC - Peru

José Ignacio Mujica
ACC - Perú
JIMujica@MujicaConsultores.com