...
- On any data record in the driving view right-click and select Show Alarms for this Chart
- Find the alarm with description Customer: CR220200 has debt: 56.78
- Double-click the alarm to open the details form
- Press the Add a new note button - add16x16.png
on the Notes tab. You don't have to do this to add a note, but doing this will include a heading for a new entry and the current date and time. Under the note heading you just added, enter some text with details of this problem:
...
- Double-click on the alarm to open the details form
- Go into the tab Files
- Press the button Add a new item -
- The File Upload form will pop up; press the button Open the file browser -
; navigate to the file with the email snippet and select this file from the file browser - The file with the email snippet should now show in the File Upload form; press OK -
- You should now see the file attached to the alarm
- Double-click on the entry in the Files tab in the alarm details to open the file from PhixFlow
- Press OK on the alarm details to save your changes
...