First of all create a shared folder for all relative attachments, which can be accessed by all TelcoMgr users. We call ours, "Attachment Library." filetree

locationtab

On a Customer/Location record, go to the Managed Services Info Tab:
 
Store attachments, which are related to management contracts for each Customer/Locaton. File Types Supported:
PDF, HTML, HTM, HyperText, Image (.jpg, .gif, .bmp)

attachmentfolder

Open a Circuit Record & Select the Term Contract Info Tab:

circuits
 
Store attachments, which are related to Telco/Carrier contracts for each Circuit. File Types Supported: PDF, HTML, HTM, HyperText, Image (.jpg, .gif, .bmp)

attachmentfolder

Open or Insert a History Log Record:

history
 
Store attachments, which are related to Account Management History for each History Entry. File Types Supported: PDF, HTML, HTM, HyperText, Image (.jpg, .gif, .bmp), Excel

attachmentfolder

The TelcoMgr database engine will automatically index the stored document names and the path to where they are stored on your network drive. Use the Query By Example process to quickly locate any attached document.

 

 

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