Email Attachments and OCM

Not applicable

There isn't much in the help files for OCM.  I'm trying to understand the intended workflow for email attachments and the use of OCM.  This morning I received an email with an attachment from a new customer.  I added him as a Business Contact and shared.  I wanted to save the attachment with his OCM record.  The most natural way to do this would be to drag the attachment to the Files area in OCM.  That didn't work.  I had to save the attachment to my Downloads folder on my PC, then add the file using the Files "+" in OCM.  Is this the way people are doing this, or am I missing something?  It doesn't seem right but I'm not able to find any instructions on how to use the files function of OCM.  

2 Replies

Hi Jason Hilliard,


Based on my checking, if you want to save the file or attachment to the Business Contact, you need to use Add files feature and upload file/attachment from local PC to OCM. Regarding dragging the attachment to files, it's not feasible to achieve it, you are welcomed to submit your feedback via Your thoughts and feedback are important for the improvement of our products.


Thanks for your understanding,




Hi Jason,


I hope you are keeping a backup of any files you are putting in OCM. I think you will find that there isn't much in the way of ANY help to be found for OCM. And please ignore the boilerplate responses here asking you to submit to uservoice. Just take a look at uservoice and see how many items the OCM team have actually completed. It could be months before they acknowledge your post and don't even think for 1 second they are going to do anything to help you..


I wish you all the best of luck.