Add Attachements Directly to Notes via Drag and Drop

Improvements to Attachments now allows for files to be directly added to the Detail Panel of existing records via Drag and Drop instead of needing to open the Edit Panel. A new option also allows for the Attachments to keep their original path. To do this:

Add Attachments via Drag and Drop

1. Open DejaOffice PC CRM.
2. Select a Data Type (IE Contacts, Calendar, Tasks, etc) and choose an existing record.
3. Drag an Attachment to the Notes Panel in the Detail Panel and Release.

That's it! The record will now have the attachment

Change Storage of Attachments to Original Path

By Default DejaOffice PC CRM makes a copy of an attachment and places it into an Attachments folder within the PC CRM install folder. A new option keeps the file in it's original folder and does not make a copy. To adjust this:

1. Open DejaOffice PC CRM.
2. Select Settings and General Settings.
3. Enable the "Current Location" option next to "Use Current Attachment File Location".

Now all attachment links will be to their original source on the PC vs copied to the PC CRM database folder. Please note, we do not recommend linking to files in shared folders like OneDrive or Drop Box.