With JustRelate CRM, you can create a great variety of activities via many different forms. You can also assign Attachments in the form of documents to activities.
Not only the documents assigned to a module, but also the attachments of the activities associated with this module are listed in the Documents tab.
This makes it possible, for example, to display the attachments (documents) of all activities assigned to these modules in project folders, tasks and contacts.
Note: The activity overview list (also in tabs) has an additional area for displaying the attachments (documents) of an activity in the lower right corner next to the comment field. You can quickly access attached documents via the hyperlink of the document icon. You do not need to first change to the activity or document form.
See also: Documents and Briefcases, Document view of contacts, cases and attachments
The Attachments field of activities is a multi-line field so that several attachments with their respective subject can be seen. If the number of items exceeds the capacity of the window, the color of the small arrow on the right side of the field changes from gray to black. Clicking it, opens the list of all assigned attachments.
The easiest way to see all the attachments already assigned is to open the selection dialog using the Attachments button. On the right-hand side of the list you will find all the documents that have already been assigned. You can click on the document application icon for each document to open it in read-only mode.