Attaching Files to a Contact Record
Whenever you create or receive a file related to a contact, you can attach it to the contact record; this helps you keep all information related to a specific contact together, within easy reach when you need to discuss an opportunity or sale.
To attach a file to a contact record:
- At the bottom of the Contact Detail form, select the History tab.
- Click the Attach File
button.
The Attach File dialog opens.
- Browse to the file you want to attach and click Open.
The attachment is displayed in the list on the History tab.
- To add details about the attachment, double-click it in the list. This opens the Edit History window.
To delete a history item or attachment, select it in the History list, right-click and select Delete Selected from the shortcut menu.
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