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:
Store attachments, which are related to management contracts for each Customer/Locaton. File Types Supported:
PDF, HTML, HTM, HyperText, Image (.jpg, .gif, .bmp)
Open a Circuit Record & Select the Term Contract Info Tab:
Store attachments, which are related to Telco/Carrier contracts for each Circuit. File Types Supported: PDF, HTML, HTM, HyperText, Image (.jpg, .gif, .bmp)
Open or Insert a History Log Record:
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
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.