FreeAgent CRM is all about helping you create better customer relationships and with this idea in mind, we want to share with you a quick trick to get your browser to automatically open attachments that you might be using in FreeAgent CRM so that you can stay on task and get things done faster in a smart way.
Adding an attachment
First, we will walk you through the process of adding attachments. You can add them to any of your apps following the same simple process.
Just select the desired record in any app and go to the detailed page. You can also do this from the Rolodex View. Click the 'Actions' button to display the available options and then click 'Add Attachment'.
Doing this will open your computer's file manager. Browse your files and select the one you would like to upload and click 'Open'. Wait a few seconds for the upload process to conclude. As soon as it is done, a Success message will appear on the top right-hand corner and the attachment will be visible in the Activity Timeline.
Opening Attachments Automatically
First, select the attachment by clicking on the name which will be in light blue. Chrome will download the file. Next click on the arrow to show the Chrome settings and select 'Always Open With System Viewer' (or equivalent).
Now, next time you download an attachment, it will open as soon as the download process is complete.