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Attaching files to records using notes.

Users may upload and attach files to a record in Acctivate, using notes.

Users may upload and attach files to a record in Acctivate, using notes.  Users may create notes and upload attachments on the following windows.

  • Activity
  • Customer Account
  • Customer Credit
  • Customer Location
  • Sales Order
  • Sales Invoice
  • Purchase Order
  • Purchase Invoice
  • Product
  • Track and Trace

To attach files:

  1. First, open the window of the record where you want to upload the document
  2. Next, click on the Notes tab.
  3. Click New to create a new note
  4. Type additional information in text box
  5. Click the paperclip icon and select the file, then click Open
  6. Save and Close

 

Note

 

The note and attachment should now appear on the window.