Adding a Photo from your Phone as an Attachment in Infor CRM (Saleslogix)

I think this is a really neat feature of the Infor CRM (formerly Saleslogix) Mobile client.  We’re all carrying smartphones and tablets with cameras, so why not put it to work when you need to add a photo to an Infor CRM record.

iPhone Attachment screen shot

In the Mobile client, navigate to an Account, Contact, Opportunity or Ticket and then select the Attachments area.  Now click the + sign and this screen pops up. When you touch the “Click or Tap here to add a file” you have several options for either taking a new photo and/or adding an existing file from other sources.  Upload the file after you selected it and the picture is now a new attachment for that record.

ABOUT THE AUTHOR

Scott Weber

Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

1 Comment

  1. Thanks Scott for sharing the feature. I did not know it exists. ^^
    Jinsan

    Reply

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