|
|
||||||||
|
|
|
|
|
|
|
|
Go
![]() |
New
![]() |
Find
![]() |
Notify
![]() |
Tools
![]() |
Reply
![]() |
|
|
Journeyman |
Our contracts are stored as pdf files and added to the Daylite project or opportunity as a note (drag + drop pdf in Note) .
Now I want to send this note (+ attachment) to the linked groups/contacts, however Daylite doesn't attach the pdf to this mail ... (In near future our contracts will be generated in Daylite, but we're in a transitional period now and it would be handy if we could do this all from within one program) |
||
|
|
Journeyman |
Allow myself to bump this one.
Is it really not possible to send Pdf/tiff/jpg files that are in Daylite as a note or a filereference ? |
|||
|
|
Journeyman |
So I guess the answer is no ???
That's a pitty (and oversight ...) |
|||
|
|
Journeyman |
Have finally found a workaround of sending attachments stored into a note in Daylite .
Assume you have a pdf stored in a note, or an email with pdf attachment (imported through DMI) ,eg. a fax message that you need forwarding to a contact in that opportunity and /or project. As described above , this is not possible out of the box in Daylite. Just found following workaround : Select the note, mail you need in the Activity pane of the Opportunity/Project -Ctrl-click on it and select "Print" -A layout window appears -> make your selection -Click Print -The familiar OsX (I'm on 10.4.11) appears. - Under the "Pdf" dropdown box select "Mail PDF" Now the Note+attachment will get attached to the mail and you'll be able to select the appropriate contact/project/opportunity/... in the DMI drawer where it also needs recording so that you can find it back at every moment under that reference. This was for me a major problem in Daylite and I was quite frankly amazed that not more people experienced it as well (or maybe it was too obvious and a stupid question/.... ) |
|||
|
| Previous Topic | Next Topic | powered by eve community |
| Please Wait. Your request is being processed... |
|

