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 |