Attachments?

Use this area for questions that are specifically related to Canada (e.g PST handling, Canadian cheque standards)
Forum rules
This forum is not the official Cognito Software support channel for MoneyWorks. If you need help from Cognito, then please contact us (or your local regional support representative) directly using the contact information on the Support page of the web site.

Please try the search facility before posting a new topic to see if your topic has already been covered.

If you do post a new topic, it's a good idea to choose a Topic Subject that it a bit more informative than "Help!" or "A problem". If your topic is actually recognisable by people scanning the forum, you'll have a much better chance of getting a response. Thanks and have fun.
Post Reply
krystalobrien
Posts: 3
Joined: 26 Aug 2010 07:26
Location: London, ON
Contact:

Attachments?

Post by krystalobrien » 19 Oct 2010 12:59

Is there a way to attach images, or other document (like Word documents) to customer contacts?

ssayed
Posts: 2
Joined: 14 Jan 2012 02:57
Product: Gold
Region: USA

Re: Attachments?

Post by ssayed » 14 Jan 2012 03:01

I know that no one has written to this in a while, but I am also interested in knowing if you can attach documents (pdf,word,xls) to a file in the system (ie. Bank Statement to bank account).

User avatar
nasupport
Posts: 52
Joined: 06 Sep 2011 05:24
Product: Gold
Region: Canada
Location: Mississauga, Ontario
Contact:

Re: Attachments?

Post by nasupport » 18 Jan 2012 05:23

No. :( You can add images to Items & images, pdfs etc to Transactions. :) Not to Names records or Accounts.

To add reference or extraneous info to a Names record, you can use the Comments field (255 chars) or multiple sticky notes. If the info was reference related, you can set the note to appear when selling or buying (e.g. creating invoices. payments and/or receipts). 8)

Post Reply