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add attachment section to form RRS feed

  • Question

  • Hi

    In CRM, the previous person created a new form and added a section called "Attachments".
    When I went to settings and opened the form I noticed that the Attachments section was empty

    How/what do I need to add to this section to get the attachments section working properly.

    Thanks.

    Monday, September 23, 2013 5:17 PM

Answers

  • If you open the form editor (Customize -> Form when on the form) - from the ribbon select Body -> Insert (tab) -> Notes. This will add the Notes control back, Notes allow you to natively attach files to a record. 


    Jason Lattimer
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    Monday, September 23, 2013 6:54 PM
    Moderator