Add Files to an Entry

You can attach any type of files as documents to Contact List entries, Client Service cases, Campaigns, and Accounts.

In the Financial Advisor Edition of Maximizer, documents are known as Files.

You can add files for the current entry in the Contact List, Accounts, Campaigns, or Client Service page or for the Contact List entry associated with the current activity in the Hotlist page from the Files following tab or the Details following tab. You can also add a file to the current entry in the Contacts and Related Entries following tabs.

1. In the main list, click on the entry to make it the current entry.

   – or –

   In the Contacts or Related Entries tab of the following pane, click on the entry to make it the current entry.
   
   

2. In the following pane, select the Files tab, and click File.

    

   

   
   The option applies to only the current entry in the main list.
   
   

   – or –

   Right-click and select Add a file.

   
   This option applies only in the Contacts and Related Entries tabs of the following pane.

   
   – or –

   In the following pane, select the Details tab, and under Actions, select Add a file.

    

   

   The option applies to only the current entry in the main list.
   
   
3. Click Browse and browse to the location of the file, and click Open.

    

   

   – or –

   Drag and drop the file(s) from your Desktop to the Add File(s) dialog.
   
   

4. Specify properties for the file, such as Name, Category, Description, Full access, and Read access.

   

   - or -

   Click Properties to specify the properties for each file in the list.

    

   

   This option applies only when uploading multiple files in the Files tab.
   
   
5. Click OK to save the file(s) with the entry.