Attaching files to a task

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Posted on by bbesase

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I've done some research on this topic and it seems possible by adding the Notes Control to the form you can do this. I have added the Notes control to my form but when the form loads, it says "No records founds" What am I doing wrong?

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Hello bbesase:

Not sure if this is what you're looking for.

I believe you first need to fill in all the required fields then do a Save, after that you should be able to add your notes.

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Mahadeo Matre 17,021 on at

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CRM note controls contains three different tabs, and mostly default tab is Activities.

You need to change it to Notes.

Hope this will help..

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Mamatha Swamy 5,426 on at

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You will have to first Create the Task record to be able to add attachments to it.

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Aileen Gusni 44,524 on at

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BBesase,

You are in the stage of creating New Task.

Notes section only available if you have created the Task.

So, fill in the Subject (mandatory field) then save it and you will be able to create the Notes. Notes in this case is the child of the Task record so you need to make sure that you have created the parent first.

Hope this helps.

Thanks.

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Hi,

First you need to save this task. Then only you will be able to attach.

Mansoor

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