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 tabs following the same simple process.
To do so, in the rolodex or list view, click on the desired tab and select the item to which you want to add the attachment. On the bottom right-hand side of the activity section, click on the paper clip (1).
Clicking on the paper clip will open your computer's file manager. Browse your files and select the one you would like to upload (1) and click 'Open' (2).
Wait a few seconds for the upload process to conclude. As soon as it is done, a Success message (1) will appear on the top right-hand corner and the attachment will be visible in the activity section (2).
Now that you have added attachments let's review how to get them to open automatically using Chrome.
First, select the attachment by clicking on the name which will be in light blue (1). Chrome will download the file (2).
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.