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Why Attach A File To The History Instead Of To The Documents Tab

Bronze Contributor
Posts: 1,431
Country: USA

Why Attach A File To The History Instead Of To The Documents Tab

Why would I attach a document or file to history instead of the Documents tab?

John Purdy
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Copper Super Contributor
Posts: 483
Country: Australia

Re: Why Attach A File To The History Instead Of To The Documents Tab

I personally dont, i rather use drop box and aseperate tab window to the director for each contact.

But my guess is it would be reference and convenience if you are talking about a specific history item its easier to load up the documents attached rather than have to go trolling through your documents tab to find it

Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

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