How do I add an attachment to a master contact? (2024.08)
Add files and images to a master contact record. Remember, the path to the attached file will not change. Files saved to a local hard drive or network will not be available if the local hard drive or network is shutoff.
Recommended
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Amazon S3 or Caselle Cloud
The option to add an attachment to a master contact is included in the 2024.08 release.
Adding an attachment to a master contact
1. Open Connect System Management > Master Records > Setup/Modify Contacts.
2. Click to select the Attachments tab.
3. Click Add a New Attachment .
4. Click .
5. Navigate to the file that you'd like to add to the master contact.
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