The Files tab displays files attached to the current entry in the Contact List, Accounts, Client Service, Campaigns, or Hotlist page.
In the Hotlist page, the Files tab displays the files for the Contact List entry associated with the selected task or appointment. Files are displayed for an appointment only if a single Contact List entry is associated with the appointment.
Keep the following tips in mind when working in the Files tab:
- Use the buttons at the top of the list to add and delete files and hyperlinks and to view the properties of the current entry.
- Click the filter icon at the top of the list to filter the files that are displayed in the tab.
You can filter the list by document date, document type, and document category.
- Use the Show All option to display all files for the current Contact List entry, including files belonging to the Company/Household and all associated Contacts.
If this checkbox is not enabled, only files belonging to the selected entry are displayed.
This option is available only in the Contact List and Hotlist pages.
- Use the arrows to view the previous or next entry in the main list.
- Click on an entry to open the document.