To remove an attachment from a contact record

The procedure to remove an attachment from 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. Highlight the specific row matching the attachment to be removed; file images are displayed to aid in the verification of the intended selection.
5. 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 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.

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...

Contacts record maintenance overview

To add an attachment to a contact record

To view a linked attachment within a contact record

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

Using the search facility