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

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

1. Using the global search facility, type in the first few characters of the contact 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Navigate to Menu > Attachments. The Attachments window is displayed, revealing a list of all files linked to the contact record 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 Confirm. The proposed changes to the attachment record are displayed in the Attachments summary table.
8. Click on Save.

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 The search facility will return all possible matches for both first name and last name once the Number of characters before an automatic search commences system preference is reached.

See related topics...

Contacts record maintenance overview

To add an attachment to a contact record

To remove an attachment from a contact record

To view a linked attachment within a contact record

Using the search facility