What's the best way to set up attachments?
Best practices for setting up attachments
Set up a shared folder that everyone can access who will be using Connect to view attachments. Using a shared folder also means that you can have as many attachments as you need to have without slowing down your system.
What's the paperclip icon mean?
The paperclip icon displays in the status bar (located in the top-right corner) when an account includes an attachment.
Why use attachments?
Adding an image or file to an account makes it easy to document steps and milestones in the process.
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