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Can I attach a folder?

New Member
Posts: 3
Country: United States

Can I attach a folder?

Does anyone know if it is possible to attach a folder to an ACT contact?  The Sage salesperson didn't think so.  I used to use Ver 4 and am considering upgrading to 2009.  Anyway, each of my contacts has too many individual docs, jpg's, pdf's, etc. to attach the way I used to with Ver 4.  I'd rather just be able to attach a link from each contact to a folder(s) dedicated to that contact that contains all that contact's data in Windows Explorer. I can't imagine that's not doable.

 

Thanks for any guidance offered.

New Member
Posts: 3
Country: United States

Re: Can I attach a folder?

Anybody??  I can't believe there's not a way to have a link from a contact to a folder of documents.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Can I attach a folder?

Create a URL field (web). Then, in the field, put something like:

 

file://c:\path\

New Member
Posts: 6
Country: United States

Re: Can I attach a folder?

Thanks Mike.  I tried that but it seems the URL field inputs an http:// ahead of whatever I type into the field.

 

 

According to my computer, the directories to my server folder are:

 

Q:\BPO\test030409.doc       with the folder name of BPO and the file name of test030409.doc.

 

also I see \\server\servedata

 

any idea how I would name the path, given the "http" being put ahead of it?  I use MS-I for my browser if that matters.

 

Thanks!

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Can I attach a folder?

What version of ACT! are you trying in (full build from Help | about)?

Is it Web or full version?

New Member
Posts: 3
Country: United States

Re: Can I attach a folder?

Hi Mike,

 

It's Ver 11-full with most recent updates.

 

I figured how to do the "Shortuct links" to folders, but its pretty labor-intensive.  I'd think you should just be able to go thru the dialoge boxes to attach a folder.  Like alot of other users, I'm not interested in having ACT capture a copy of the documents or folders and replicate them within ACT somewhere.  I jsut want all users to be able to access related COntact info (bids, pictures, etc) easily thru the Contact page.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Can I attach a folder?

I think the way you suggest would be much more labor-intensive than it is.

 

Right now, it's just a matter of putting a folder name in a field