Activity attachments
In some cases, you may want to attach a file to an activity record.
To enable the activity attachment feature
NoteSome activity types are system-generated (for example, Order) and are not intended for editing. However, if you want to attach a file to one of these activity types you must enable the Allow user Edit option. Enable the Allow user Edit option on the Activity types window.
- Select File > System Setup to open the System Setup window.
- Click Edit.
- Enable the Activity Attachments allowed option.
- Enter a value in the Maximum file size (KB) field. See Specifying maximum size of activity attachments for more information.
A message informs you that the maximum file size you specified may not be practical and may have adverse effects on performance.
- Click OK.
- Click Save.