ID #1095

Can I save attachments in the customers or prospects or suppliers databases?

Yes, there are a couple of ways: Go to the documents area of customers and either Drag the document to the documents area OR Click the Add Document button. When you open an attachment from an email from within BusinessMan, it will ask you to save the file to Folder or a Customer.

Tags: Attachements, Customers, Documents, Email

Related entries:

You can comment this FAQ