The procedure to remove an attachment from a contact group is as follows:
- 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.
- 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.
- 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.
- Highlight the specific row matching the attachment to be removed; file images are displayed to aid in the verification of the intended selection.
- Click on Remove Attachment
2. The end user is asked to affirm deletion of the file before the entry is removed from the Attachments summary table
3.
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.
2 Only the linked copy or web address reference of the attached file is removed; the source document, image, video or audio clip is preserved in its original location.
3 Any file attachment deleted in error can simply be re-added.
See related topics...
Contact groups maintenance overview
To add an attachment to a contact group
To modify the details of a linked attachment within a contact group
Using the search facility