Community
Showing results for 
Search instead for 
Do you mean 
Reply

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

Bronze Contributor
Posts: 1,393
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
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
Copper Super Contributor
Posts: 478
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

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6