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Attaching Files to Contact Record

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Copper Contributor
Posts: 73
Country: USA

Attaching Files to Contact Record

I'm using Windows 7 with Office 2010.

ACT Pro v18  backup Excel and PDF files attached to the documents tab of the contact

 

If not is there a work around to link Excel and PDF files to a Contact.

 

Thanks for the assist

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Nickel Contributor
Posts: 290
Country: Canada

Re: Attaching Files to Contact Record

You can add files, shortcuts to files, shortcuts to folders and URLs on the Documents tab.

Files and links are added to the Attachments folder in your database.

 

Highlighted
Copper Contributor
Posts: 73
Country: USA

Attaching Files to Contact Record

I am using ACT Pro v18.  In the past, my previous ACT version did not backup pdf files or excel files and I lost a lot of data.

Can you confirm that ACT v18 will backup and restore attached PDF and Excel files.

 

thanks

Highlighted
Nickel Contributor
Posts: 290
Country: Canada

Re: Attaching Files to Contact Record

It works fine for me on v20, but you can test this out for yourself on v18 by creating a backup and performing a "Restore As" on your backup.

You should see that your files are there in the Documents tab, but you could also navigate to the Attachments folder of your restored database to confirm that the files are there.