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Attachment Documents |
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First of all create a shared folder for all relative attachments, which can be accessed by all TelcoMgr users. We call ours, "Attachment Library."
On a Customer/Location record, go to the Managed Services Info Tab:
Open a Circuit Record & Select the Term Contract Info Tab:
Open or Insert a History Log Record:
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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