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Attaching items to a contact record is a snap
and ACE allows an unlimited number of attachments.
Click on the View | Attachment menu option and ACE
allows you to search and attach items to a specific
contact record regardless of the item's location on
your system.
As part of Ace's business owner orientation, the item is
copied into Ace's secure area and marked as read only. Even if
this item is modifyed at a later date, the original is not
changed, but a new read only revision copy is created.
No longer can people link to files not within the secure
AceData location. If AceData is secure, then the Attachements
added to Ace are secure.
In addition, you may review the attachment
with its associated application at any time. This is an
excellent way of tracking proposals, documents, or
pictures regarding specific contact
records.
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