Enabling attachments on activity records

To enable the activity attachment feature, you must do the following:

• Enable the Activity Attachments allowed option on the System Setup window (select File > System Setup).
• Enter a value in the Maximum file size (KB) field on the System Setup window (displays when you enable the Activity Attachments allowed option). See Specifying maximum size of activity attachments for more information.
• Enable the Allow user Edit option on the Set up activity types window (from Customers, select Set up module > Activity types) for the activity for which you want to add an attachment.

Note: Some activity types are system-generated (for example, Order) and are not intended for editing. However, if you want to attach a file to one of these activity types, you must enable the Allow user Edit option.

To enable the Activity attachments

1. Select File > System Setup to open the System Setup window.
2. Click Edit.
3. Enable the Activity Attachments allowed option.
4. Enter a value in the Maximum file size (KB) field. (Displays when you enable the Activity Attachments allowed option.)
5. A message warns you that the maximum you specified may have adverse effects on performance. Click OK.
6. Click Save.