I use an existing excel spreadsheet to track my commissions. I attached it to ACT. I realized after several updates to this document , thorugh ACT , that a copy was made and placed in another location. The original was not updated , only the copy. It caused some initial problems in my record keeping. What went wrong?
Normally, when you attach a document to a record in ACT!, it copies the document to it's attachment folder and you should edit it by dbl-clicking on the attachment in ACT!
If you have ACT! 10, you have the choice of copying the file or just creating a shortcut to the file... this means that changes to the external file will show when opening it from ACT!. Obviously, this won't be sent if you are using sync or web, but should be ok otherwise