How To: Link a Document to a Customer Comm Log Entry

Documents such as pdfs, images, diagrams etc, can be linked to a Comm Log entry. You can add one or more documents and they can then be easily opened by double clicking on the line to open the Manage Linked Documents dialog.

  1. Open a Customer screen (show me how).
  2. Load the required customer record.
  3. Open the [ Detail | CRM | Communication Log ] tab.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  5. Right click in the grid and select Manage Linked Documents.
  6. Click on the the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right button in the Manage Linked Document dialog to add a new entry.


  7. Using Explorer (or the equivalent program) locate the document you wish to link.
  8. Repeat to add additional documents.
  9. When finished, click OK.
  10. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.

Note: Once a document has been linked to an entry in the Communication Log, its location on the system must not be changed as the link to it will be broken. A central location such as a folder on the server, is an ideal location to save shared documents so they can be accessed by all who need to see a linked document.

See Also

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