Linking Notes Attachments to Contact

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SomeOneSpecial
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Linking Notes Attachments to Contact

Post by SomeOneSpecial »

I have a note with attachments on it. I want to link a document in the note back to a contact or have it show up in the related items. The only way I see to do this is to add it twice which seems like a bad way to do it.

How would I do this?

Thank you!
SomeOneSpecial
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Re: Linking Notes Attachments to Contact

Post by SomeOneSpecial »

Anyone have any suggestions?
MetalDrop
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Re: Linking Notes Attachments to Contact

Post by MetalDrop »

You are right, as of now the only way you can do it is to attach it twice.

Anything I need like this I attach as a link rather then a file and keep them in a sub-folder named "attachments" in my EPIM portable folder.
It's far from ideal but it works in the meantime. It's been requested a number of times on the forum at this point to do something about this issue, so hopefully something will be done about it at some point.
EPIM Portable Pro Running/Tested On: Windows 11 Pro 64-bit US-ENG|i5-6400+Quadro P620|i7-7700K+1050ti|i7-8700K+970GTX|AMD 5600x+1080ti|16GB+RAM&NVMe SSDs
[I'm helpful and often reply to questions, however I am just a fellow user and not staff.]
SomeOneSpecial
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Re: Linking Notes Attachments to Contact

Post by SomeOneSpecial »

ty MetalDrop, I appreciate the response!
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