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Drag-and-drop *out* of documents tab

Copper Contributor
Posts: 131
Country: USA

Drag-and-drop *out* of documents tab

Pardon me if this has been asked before.  I did not see the answer.

 

I can drag-and-drop documents into a contact's documents tab, but how do I get it back out?

 

I know I can go to the ...\XXX-database files\Attachments\ diectory and look them up by name, or open and save, or email them to myself, but what is the proper way?

 

TIA

 

PS: Sage ACT! Premium 2011 Version 13.1.111.0. Hot Fix 4

JM
Nickel Contributor
Posts: 581
Country: USA

Re: Drag-and-drop *out* of documents tab

Sage,

I to would like to know if there are plans to allow drag and drop the file(s) in Contact Details Tab out and on to desktop or in a folder.  It would be a nice productivity improvement cutting down on mouse clicks, opening apps to get to files and copy them else where.  One example I would like to drag the PDF quote file in the Tab on to my Metrofax applicaiton window so it can then just fax it.  If technically to hard for developer a right click jumpt to file by opening a folder and highlight it would help.

JM 

JM
Nickel Contributor
Posts: 581
Country: USA

Re: Drag-and-drop *out* of documents tab

The other reason is to drag from ACT Documents Tab the File on an email your composing and not have to open folders to get it or hit the Client Email Attache document button and drill around to find the file.

JM