Attaching Files in the Notes & Attachments Section
| To use this feature in a custom CT Mobile app, developers should specify it in their project. |
Supported file formats:
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video: .avi, .wmf, .3gp, .mp4
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images: .jpg, .bmp, .png , .heic. Images in .heic format will be automatically converted to .jpg
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documents: .txt, .doc, .rtf, .docx, .pdf
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audio: .mp3, .wma, .wav
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other: .rar, .zip, .apk
Use the standard
button to attach any files to the records of offline objects.
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By default, the Accounts, Contacts, and Activity objects are available.
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To attach a file, the Notes & Attachments section for the appropriate offline object should be available in the CT Mobile app.
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The file size must not exceed 20 MB.
To attach a file in the Notes & Attachment Section:
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Open the appropriate file.
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Tap the
button. -
Tap Copy to CT Mobile.
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In the pop-up, select an object and then a record to attach the file.
When you tap an object without the Notes & Attachment section, the «There are no records to which you can attach the file» info message will be displayed.
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Click Save.
The record’s main screen is open. Go to the Notes & Attachment section of the record and perform quick record synchronization to update the record in Salesforce.