Organizing files


Any files related to your customers can be attached to activities.  You can search for text within all these attachments, or get a sorted list of the files.

Step 1 - Go to the Activity

After finding an activity, click on the link.
clientscribe-activities-5-1.gif

Step 2 - Upload Attachments

Use the Add an attachment button to browse and link files to the customer activity.
clientscribe-activities-5-2.gif

  • You can delete attachments.  This will not delete them from your PC.
  • If you add an attachment that has the same name as a file already added, RealClearContacts will automatically rename it to avoid conflict.