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 tables lists all windows and fields with attached image buttons.
| Service Management | Job Cost | ||
|---|---|---|---|
| Window | Field(s) | Window | Field(s) |
Customer | Customer ID | Job Maintenance | Job Number |
Location | Customer | Job Status | Job |
Maintenance Contract | Customer | Project Status | Project Number |
Equipment | Location | Subcontractors Maintenance | Job |
Service Call | Customer | Subcontractor Dates | Items |
Equipment Type Setup | Equipment Type | Job History | Job |
Contract Quote | Customer | Job Cost Codes Setup | Job Cost Code |
Service Call Quote | Service Call ID | Cost Codes Details | Job Cost Code |
Master Contract | Customer | Change Orders | Job Change Order |
Maintenance Contract History | Customer | Change Order Zoom | Job Change Order |
| Change Order Cost Code Setup | Job Change Order Cost Code | ||
| Forecast Cost Revision Entry | Transaction Number | ||