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:

  • video: .avi, .wmf, .3gp, .mp4

  • images: .jpg, .bmp, .png , .heic. Images in .heic format will be automatically converted to .jpg

  • documents: .txt, .doc, .rtf, .docx, .pdf

  • audio: .mp3, .wma, .wav

  • other: .rar, .zip, .apk

Use the standard 25 button to attach any files to the records of offline objects.

  • By default, the Accounts, Contacts, and Activity objects are available.

  • To attach a file, the Notes & Attachments section for the appropriate offline object should be available in the CT Mobile app.

  • The file size must not exceed 20 MB.

To attach a file in the Notes & Attachment Section:

  1. Open the appropriate file.

  2. Tap the 25 button.

  3. Tap Copy to CT Mobile.

    attach file to offline
  4. 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.
    sharing file to ct mobile
  5. 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.

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