Thursday, March 29, 2012

HEAT - Attachments

With the correct security privileges, Heat users can add, edit, delete, and view attachments.

To Display/Hide the Attachments Toolbar:
Select View > Toolbar to turn the display of the Attachments toolbar off or on. The last setting
is saved, so when you log off and log back on again, the last setting is retained.

Defining the attachment location

In the HEAT Administrator module, select Defaults > System > System Defaults from the menu bar.
The System Defaults dialog box opens

In the default path for Call Attachment files field, type the path or click browse to navigate to the location you want to use as the default storage location for Call Record attachments (this path is also applicable for We-based Call Logging)

No comments: