CRM Business Mail - File attachments


In CRM direct manages the attachment handling in two ways:


Customer related attachments:

attachments which are from general nature, like contract documents, organizational sheets etc.


Document related attachments:

attachments which belongs directly to the current log/task, like routing sheets, meetings sheets etc. If you remove & archive a meeting such attachments will be restored later.

Allowed attachments are file from type: pdf, xls, ppt, pptx, doc, txt, csv, rtf, png, jpg, jpeg, tiff, html


The document picker collects all 'allowed' file types from a) the local documents directory and b) your Dropbox folders.