To modify the details of a linked attachment within a contact group

The procedure to modify the details of a linked attachment within a contact group is as follows:

1. Using the Advanced search spy-glass (), select Contact Group as the Search for and Search by category, and enter the Group name as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Contact Group Summary window is displayed.
3. Navigate to Menu > Attachments. The Attachments window is displayed, revealing a list of all files linked to the contact group in the Attachments summary table.
4. Double-click on the specific row matching the attachment record to be updated. The Update Attachment window is displayed, revealing the current name of the file attachment.
5. Enter a New name for the file attachment into the field provided 1.
6. Enter a revised Description for the attachment, providing contextual background as to the origin and purpose of the file.
7. Click on Save. The applied changes to the attachment record are displayed in the Attachments summary table.

Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all attached files.

Note

1 Additional search criteria may need to be employed (e.g. address, post code, group type) to ensure that the correct contact group is returned; an alternative Search by category of Contact may be selected to extend the available search fields.

See related topics...

Contact groups maintenance overview

To add an attachment to a contact group

To remove an attachment from a contact group

To view a linked attachment within a contact group

Using the search facility