Matrix Support

Use Matrix Locker with Activities

Adding a file to an Activity:

The Matrix Locker isn't just for email activities. You can manually attach files to other types of activities. You can add a file to brand new, incomplete, and complete activities.

With the Activity dialog box in view:

  1. Click the Matrix Locker tab.
  2. Click the choose file button.
  3. Browse to, and select the file from your computer
  4. Click the Save button.

The file is now attached to the activity. As a reminder, when an activity contains a file, a paper clip icon appears next to the activity’s subject in the list.

Deleting a file associated to an Activity: 

You can delete a file from incomplete, and complete activities.

With the Activity dialog box in view:

  1. Click the Matrix Locker tab.
  2. Click the X preceding the file’s name (that you wish to delete).
  3. Click the Save button.

 

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