You may come across the situation, where you want to define central attachment path.
Sage X3 has special settings to set the central attachment path to keep the files centrally.
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To set the central attachment path, follow the steps:
Step 1:
Go to, Setup –>General Parameters–> Parameter values
Step 2:
Go to CRM (Customer Relation) node and then Folder sub node and your respected folder. And go to Calls (CAL) Option as shown below.
Step 3:
Right click on “Calls” option and then go to Detail menu. You will find one parameter window. Then change the “Type of call done/default (CLLTYPDEF)” value as shown below,
After the above activity, press ok and save the data. Close the X3 and again open to effect the changes.
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