The optional Advanced Document Management module allows users to attach files of various formats including four-character file extensions (e.g., .DOC, .BMP, .XLS, .TIF, .WAV) to Service Management Job Cost records.
In addition, you can link to Microsoft Office SharePoint documents. Users do this by copying and pasting the link to a SharePoint document within the attachment.
Attachments can be saved with the record and viewed using the attached image icon. If a record does not have documents attached, the icon displays a paperclip. When documents are attached, the icon displays a paperclip attached to a piece of paper.
The following table lists all windows and fields with attached image buttons.
Window | Field(s) |
Customer | Customer ID |
Location | Customer |
Maintenance Contract | Customer |
Equipment | Location |
Service Call | Customer |
Equipment Type Setup | Equipment Type |
Contract Quote | Customer |
Service Call Quote | Service Call ID |
Master Contract | Customer |
Maintenance Contract History | Customer |
...
Window
...
Field(s)
...
Job Maintenance
...
Job Number
Project Number
...
Job Status
...
Job
...
Project Status
...
Project Number
...
Subcontractors Maintenance
...
Job
Job Vendor
...
Subcontractor Dates
...
Items
...
Job History
...
Job
...
Job Cost Codes Setup
...
Job
Cost Code
...
Cost Codes Detail
...
Job
Cost Code
...
Change Orders
...
Job
Change Order
...
Change Order Zoom
...
Job
Change Order
...
Change Order Cost Code Setup
...
Job
Change Order
Cost Code
...
Forecast Cost Revision Entry
...
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