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Customer experience | Sales, Customer Insights,...
Answered

Add Attachments option to Phone Calls

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Posted on by 1,136

Hi,

Does anybody know if it is possible to add the insert attachments option to the Phone Calls Form?

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  • Verified answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    Notes property for phone call is already enabled so We should be able to add Notes/attachment option on phone call-

    CR55.PNG

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • empath-e CRM Profile Picture
    1,136 on at

    Many thanks for your response Bipin. I had already added the Timeline to the Form but didn't notice you have to save the Phone Call before it becomes active to allow you to add a Notes/Attachments

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