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CRM 2011 Attached File RRS feed

  • Question

  • Is there a way after a user has attached a file to an account/opp that you can click on the file in notes and just view it? Everything I have tried wants to force you to download the file first. Seems to be that way in both outlook client and web. This is an on premise 2011 CRM.
    Tuesday, August 16, 2011 6:35 PM

Answers

  • Double-click on the Note header - it will open up a dialog.

    Click on the link to the file in that dialog and it will allow you to open it without having to first save.


    --pogo (pat) @ pogo69.wordpress.com
    • Marked as answer by jlh304 Wednesday, August 17, 2011 7:12 PM
    Tuesday, August 16, 2011 7:28 PM

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