Notes, Documents, and other Attachments

You can attach various types of objects to every openCRX object to provide additional information:

• Notes can contain formatted (HTML) or unformatted text (if appropriate, make use of the HTML feature to add explicit structure and formatting - you can start the HTML editor by clicking on the small icon [HTML] located just above the input field) - do not forget to give your notes a meaningful title. Predefined filters allow you to quickly sort your notes based on the creation date or the last modification date.

• Documents will be fully supported in a future version of openCRX (full-blown document management is on the openCRX Roadmap) - current versions of openCRX allow you to manage references to documents stored in external systems (e.g. your company's document management system, a WebDAV server, etc.) or in the tab [Media] of openCRX)

• The Media tab holds binary objects (e.g. image files, PDFs, etc.) attached to an openCRX object.

• Ratings can be quite useful, not just for contacts.

In order to work with attached objects, it is usually necessary to unhide the respective Grid tabs so that you can look at the contents or create new objects. Click on the tab [>] to unhide hidden tabs (clicking on [<] causes them to collapse again):

As notes play a major role in activity management in general (and in incident management in particular), the Notes tab is usually shown in a pane of its own to enable skimming and quick creation of new notes.