02-14-2013 05:51 AM
Each time I attach a file I have to click through several folders before I get to the correct one I want to attach my file to. Since they always go into the same folder, I'd like to change which one comes up when I attach a file.
Is there any way to do this?
02-14-2013 05:56 AM
02-14-2013 06:07 AM
Thanks for the help.
Are you attaching to History or Documents tab?
I'm not sure. I'm refering to attaching it when you Insert Note.
What version of ACT! (full build from help | about)?
Sage ACT! Premium 2012 Version 126.96.36.199
What version of Windows?
s it starting in the My Documents folder or somewhere else?
It normally starts in an ACT directory.
Have you tried just dragging the file from Windows Explorer onto the tab in ACT!?
I don't think that's an option in this instance.
02-14-2013 06:12 AM
There were some attachment handling changes in the hofixes ... if not running HF5, you should install it as per this ACT! Knowledge Base article -
If that doesn't help, I'll see if I have time on the weekend to load up the old version and see.
Please provide the exact steps
02-14-2013 07:52 AM
When I'm in a record/contact and want to attach a quote for that company/contact, I right click and select Insert Note.
I then go to Attach and select File. This brings up the window with folders listed. Normally, the ACT Templates folder is the one that comes up.
This is what I'd like to change. I'd prefer to have the folder which lists each individual customer's folder come up, so that I can simply select the customer's folder and attach the quote to it.
Thanks for any help you can give me with this.
02-14-2013 08:26 AM
I'm sorry. I think I've forgotten some info I should give you on this.
What I'm trying to do is the attach a PDF document into ACT that's already been created in WIndows.
When I print a quote, I use a PDF driver that automatically brings up a window where I save the PDF quote in the appropriate customer's folder.
I then go back into ACT into the specific customer's record and that's when I attach the file.
If this is unclear, please let me know.