Attach a file to a Project

  • Thread starter Thread starter Doug
  • Start date Start date
D

Doug

I am evaluating MS Business Contract Manager to see if our company wants to
change from Goldmine and had a few questions.

Can I attach an excel file or any other type of file to a project. If so
where do I go in projects to do this.

Can I create a new business contact from an e-mail received and have it
upload information from the e-mail to create a new contact. If so where do I
do this while viewing the e-mail.
 
Hi Doug,
You can attach any file format to a project by going to detials ribbon
section of your project.

Currently you cannot create a new business contact from an email. But you
can always create a outlook contact and then drag it to your business contact
folder.

Thanks
Vinit [MSFT]
 
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