Difference between revisions of "29 Attachments"
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Simon Clive (Talk | contribs) |
Simon Clive (Talk | contribs) |
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| − | Attachments | + | '''Attachments''' |
| − | How do you drop attachments on to a repair? | + | How do you drop attachments on to a repair? |
| − | Within a repair you can add notes in | + | Within a repair you can add notes in '''Two''' ways. You can type in a '''Note''' which will be Time/Date stamped or you can add an '''Attachment'''. An Attachment can be any type of document including an image however care should be taken to keep attached documents as small as practical. |
| − | can add an | + | |
| − | taken to keep attached documents as small as practical. | + | |
| − | + | *To add an '''Attachment''' select the '''Workshop''' Module and then the '''Repairs List''' button | |
| − | + | *Select a '''Repair''' and then the '''Notes''' tab | |
| − | + | *Select the document you want to '''Attach''' from your desktop or other folder and '''Drag''' the curser over the '''Notes''' field in ERP | |
| − | + | *You may need to '''Resize''' your screen to see both at the same time. | |
| − | Select a Repair | + | *'''Release''' the mouse key and note the '''Attach''' button becomes'''Live. ''' |
| − | + | *By clicking on this button you can now see all '''Attachments''' for this repair | |
| − | Select the document you want to | + | |
| − | in ERP | + | |
| − | Release the mouse key and note the Attach button becomes | + | |
| − | + | ||
Latest revision as of 13:25, 21 October 2011
Attachments
How do you drop attachments on to a repair?
Within a repair you can add notes in Two ways. You can type in a Note which will be Time/Date stamped or you can add an Attachment. An Attachment can be any type of document including an image however care should be taken to keep attached documents as small as practical.
- To add an Attachment select the Workshop Module and then the Repairs List button
- Select a Repair and then the Notes tab
- Select the document you want to Attach from your desktop or other folder and Drag the curser over the Notes field in ERP
- You may need to Resize your screen to see both at the same time.
- Release the mouse key and note the Attach button becomesLive.
- By clicking on this button you can now see all Attachments for this repair
