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 |
Job Status | Job |
Project Status | Project Number |
Subcontractors Maintenance | Job |
Subcontractor Dates | Items |
Job History | Job |
Job Cost Codes Setup | Job |
Cost Codes Detail | Job |
Change Orders | Job |
Change Order Zoom | Job |
Change Order Cost Code Setup | Job |
Forecast Cost Revision Entry | Transaction Number |