Page Comparison

...

You can view attachments that are related to a service call, a service appointment, and a job appointment. You can also add attachments that pertain to a service call or service , a service appointment, and a job appointment.

View

...

a service call attachment

1. On the schedule board, right-click the service appointment, and then choose Open Service Call.
2. Choose the Attachment icon. If an attachment exists, the icon displays as .
3. In the Attachments for Service Call window double-click the attachment to view.

Add an attachment to a service call

1. On the schedule board, right-click the service appointment, and then choose Open Service Call.  
2. Choose the Attachment  icon.
3. In the Attachments for Service Call window, choose Add New Attachment icon. The Attachments window is displayed.
4. Enter the Description.
5. Edit the Date, if needed.
6. Select Choose File.
7. In the Open window, choose the file and then choose Open.
8. Choose Upload File.
9. Close the Attachments for Service Call window.

View a service appointment attachment

1. On the schedule board, double-click the service appointment to open the service appointment window.
2. Choose the AttachmentImage Addedicon. If an attachment exists, the icon displays as Image Added.
3. In the Attachments window double-click the attachment to view.

Add a service appointment attachment

1. On the schedule board, double-click the service appointment to open the service appointment window.  
2. Choose the AttachmentImage Added icon.
3. In the Attachments window, choose Add New Attachment icon. The Attachments window is displayed.
4. Enter the Description.
5. Edit the Date, if needed.
6. Select Choose File.
7. In the Open window, choose the file and then choose Open.
8. Choose Upload File.
9. Close the Attachments window.

View a job appointment attachment

1. On the schedule board, double-click the job appointment to open the job appointment window.
2. Choose the AttachmentImage Addedicon. If an attachment exists, the icon displays as Image Added.
3. In the Attachments window double-click the attachment to view.

Add a job appointment attachment

1. On the schedule board, double-click the job appointment to open the job appointment window.  
2. Choose the AttachmentImage Added icon.
3. In the Attachments window, choose Add New Attachment icon. The Attachments window is displayed.
4. Enter the Description.
5. Edit the Date, if needed.
6. Select Choose File.
7. In the Open window, choose the file and then choose Open.
8. Choose Upload File.
9. Close the Attachments window.