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How do I attach a file to contact?

Activities & DealsJune 19, 2013

Go to contact timeline and click the + Event button. Attach a file, enter description and click Save. If the event has a file attached to it, an icon will be displayed on the timeline and agenda views.

How do I add internal comments to messages or activities?

Activities & DealsJune 19, 2013

Like with any other object in Annelite, you can start an internal conversation about any activity by clicking Add Comment, a text link which appears at the bottom of each message and activity. This way the information remains where it belongs, associated with the object of a discussion. This pretty much eliminates the need for…

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