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SDSFuserSDSFuser 

save attachment with activity history

Hello,
 
I would like to be able to save the attachment when sending an email from the activity history.
 
Any ideas.
 
Thank You.
wylieatworknzwylieatworknz
Hi there,
 
On a similar note, we would like to attach documents to ANY activity.  For example, a set of meeting minutes to a meeting or a checklist to go through for a task.  Does anyone have a workaround for this?
 
Thanks
sfdcfoxsfdcfox
General activity records don't support attachments. You could make a url field and store the files off the Salesforce servers (eg. a company file store or a third party). Or, you could create a custom object and store the attachments on the custom object, and relate the task/event to the custom object.

~ sfdcfox ~

wylieatworknzwylieatworknz

Many thanks - that's most helpful.  We'll  try with the custom object though it is one step further removed...it is a shame that we can't just attach to activites as part of the vanilla functionality.