Working with Attachments in Infor CRM (Saleslogix)

In Infor CRM (Saleslogix), most entities have an Attachments tab.  This tab lets you upload documents for that entity to be stored on the server, and allows any user with rights to later download the documents to their own computers.  To upload or download attachments, look at the list of tabs just below the main page of an entity and select Attachments.  You can upload attachments by clicking the Add File icon in the attachments tab.  This just opens the standard File Upload window, and allows you to save the file to the server.  Once a file is uploaded, the link for an attachment works like any web link to download a file.  Clicking on the link opens up a window asking whether you want to save or open the file.  Note that choosing Open just opens a local copy, the original attachment on the server is not affected.  You can also add attachments by clicking the Add File icon in the attachments tab.  This just opens the standard File Upload window.

The location of attachments you see in the Infor CRM (Saleslogix) web client is controlled in the Administrator application. In Administrator, bring up Systems, go to the Offices tab, and double click the main office.  Now click the Sync Options tab.  The Shared Paths area shows which Windows folders are used to Attachments (and some other things like the Sales Library and Sync Logs).  Generally speaking, you don’t want to mess with those folders directly, but you do want to make sure they are shared and CRM users have access.  Otherwise, they will not be able to access the attachments.

 

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