Notes and Attachments

💡These articles explain how to attach notes, files and links to records and transactions, and how to manage attachments in one place.

Articles

  • Attachments Module: Describes the Attachments module buttons, filters, fields and Edit Description lookup lists.
  • Notes and Attachments Panel: Describes the buttons, filters and fields of the Notes and Attachments panel and its note and attachment edit views.
  • Notes and Attachments Tutorials: Shows how to add, edit and delete notes and attachments, view attachments and create attachment lookup lists.

Report an issue with this page

For more useful feedback, select the text on the page you are reporting on, then click Feedback again — or continue without selecting anything.