How_do_I_add_an_attachment_to_a_master_contact_2024.08_

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

  • 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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