How to attach a document to an opportunity ?

[idarwin]

Please Please help. I´ve read other messages in the forum about this but none are really clear on how to do it.

How do I attach a Document to an opportunity?

Thanks!

Ezequiel

[kuske]

Whenyou open the opportunity in DetailView, you can see some subpanels under the opportunity data, like "Activities", "History", "Leads", "Contacts" and "Projects".

In the Subpanel "History" you click on "Create Note or Attachment". If there is a Upload-Field "Attachment" you can Search for the document you want to attach to the opprtunity. If the Upload-Field is not visible click first on "Full Form", then you should see it.

After selecting your documents local filename, you must enter a "Subject" (mandatory) and "SAVE" all information.
On saving the document is uploaded.

Be sure the document is not greater than the maximum upload size defined in admin - system settings.

Take care: the uploaded documents are stored in ../cache/upload/-Directory. You should backup this directory at least daily!

Good luck
hk

[mikev]

I think the last post said it pretty well, but to summarize, just add a note under the opportunity, and browse for the file. What version of Sugar are you running? 5.0 gives you the "browse" option when you click the "Create Note or Attachment" button, while 4.5 you have to actually go into the note (by clicking on the "Full Form" button).

Let me know if this helps.

-Mike