Dear,
In Creatio CRM version 8.3.4, when sales representatives send a quote to clients, the quote is attached as a PDF.
However, the link is not clickable, and the sales reps cannot preview the quote. I tried adding the "Attachment" component to the email's "General Info" tab, but the file list is empty, so that must not be the right component.
How can I add an element that displays the order file?
In the timeline, we can click on the file link to open it:
I can find the file with the email id and SQL:
I can see the order file with the object "ActivityFile" but we can not download it or get a preview.
This problem is very troublesome for our users.
Thank you !
Nicolas
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ok i finaly found, on the attachment object, i had to configure the File save location and set to Activity File