New file
Modificata il domenica, 04 ottobre 2009 18:59 da stefano — Categorizzata come: Non Categorizzata
New file
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Documents
Manual in English
New action
By clicking on "New file" you can upload a file to Tustena and associate it with activity, opportunity, or tab to choice. To change or revise a file proceed in a similar fashion.
To upload a file follow the steps:
type the address of the file to upload, or select it directly after you have clicked "Browse...";
Select a category by clicking on
; attention! You cannot upload file without an administrator has previously created at least a category in the
section under the "Categories" entry in the menu "Store" (
Categories
);
Type a description of the file;
If desired, select what should be linked file, the corresponding window will open for fast; research for more information about the search for companies and contacts window see
New leads
; for opportunity and activity type a key research and click
; to close the window click
;
groups of users who will be able to access the file will appear in the list "visible from"; you can add new groups by selecting them from the "Groups" list and clicking the button
;
allows you to add all the groups in the list; in a similar way to remove a group will simply select it in the list "visible from" and click on the button
;
allows you to remove them all.
Click
to confirm.