View Attachments

Use this form to view CRM attachments. You can select one or more organisations and/or one or more contacts.

If you select this option, only the attachments saved with the selected organisations or contacts display in the results table.

Clicking the Search Now button retrieves all CRM attachments based on the criteria entered.

• View an attachment by drilling down on the attachment in the result table or by selecting the attachment and then the View Attachment button.
• Edit an attachment by selecting the attachment and then clicking the Maintain button.
• Save a copy of the attachment by clicking the Save As button. To add the copy of the attachment as an additional attachment, you must add it as an attachment with the CRM item.
• The View Attached To button gives access to the detail of the CRM item that the attachment has been saved against. For example, the attachment in the Result table is saved with a quote. If you select the attachment in the Result table and then click the View Attached To button, the Quote Maintenance form opens and the quote detail displays.

Use the criteria buttons to:

• Save Criteria - Save the search criteria entered for re-use. You must enter a name for the search criteria.
• Load Criteria - Select previously saved criteria, based on name. Once loaded, use the Search Now button to perform the search.

Organisation

Select the organisations for the records to view. The list of selections displays in the field on the right of this field.

If you hold your mouse pointer over the Organisation button, the button's label changes to Add Children. Clicking the Organisation button adds all the child organisations for the selected organisations to the selected criteria field on the right. Child organisations are all the organisations that appear below the selected organisation in the organisation's hierarchy.

Name

Enter additional search criteria in this field. Use either:

• Starts with - Enter the beginning characters of the name that the attachments to view starts with. Greentree Desktop retrieves all attachments whose names begin with the characters entered.
• Contains - Enter the characters that is contained in the Name field. Greentree Desktop retrieves all attachments whose names contain the characters entered.

Summary

Enter additional search criteria in this field. Use either:

• Starts with - Enter the beginning characters of the summary that the attachments to view starts with. Greentree Desktop retrieves all attachments whose names begin with the characters entered.
• Contains - Enter the characters contained in the Summary field. Greentree Desktop retrieves all attachments whose names contain the characters entered.

View Table

The table lists all the records for the criteria entered.

• Views