View Attached Customer Record Files using CRM Software

View Attached Files in Customer History

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You can attach any files to a customer record by just dragging and dropping them onto any of the History Entry types. You can use the built-in types or create your own from Tools->Maintain Templates.

History Entries

You can View Attached Files for a Customer Record by just selecting the relevant row in the Customer History and clicking the View Attached File button.

Customer History

For built-in Document Types such as Letter, Quote, Invoice, Receipt, Statement etc this will display the associated Microsoft Word document.

For History Entry types, this will display whatever file you have attached to the customer history record. That could be a scanned-in document, an image, a spreadsheet, whatever you decided to add.

Amphis Customer just passes the View request to Windows, and Windows will attempt to open the file in the Default Program for that file type.

To see your Default Program settings, click the Start Menu and click Default Programs. Then click Set Associations.

You should see a list of file types and the Current Default program that Windows will use to open a file of that type.

File Associations

For example, for a .doc file which is a Microsoft Office Word 97 - 2003 Document, Windows will most likely open the file by default using Microsoft Office Word.

If you have any problems Viewing Attached Files for Customer Records, please check the Default Program that Windows is set up to use.


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