Top Buttons
| Field/Button | Purpose / Action |
|---|---|
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Opens a dialog to control what columns are visible in the listing of attachments as well as what fields and order they are sorted on. |
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Refreshes the view |
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Open a dialog to delete the currently selected attachment(s) |
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Allows quick assignment of categories to the selected attachment(s) |
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Allows quick assignment of colors to the selected attachment(s) |
| Group Similar | Groups attachments of similar types together |
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Opens a dialog to select an external file to attach to the transaction |
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Creates a new message that will be attached to the transaction |
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Creates a new note to be attached to the transaction |
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Creates a new reminder to be attached to the transaction |
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Opens a dialog to scan in a new attachment to attach to the transaction |
| Showing | If attachments are filtered (by clicking on a PO or quote in the OASIS tree on the left), the filtered transaction is shown. |
| Quick Search | Allows for a search of the attachments tab |
OASIS Tree
| Field/Button | Purpose / Action |
|---|---|
| Show All | Shows all attachments attached to this transaction |
| Transactions | Lists a hierarchy of transactions associated with this transaction. If a transaction is clicked then the attachment listing will show the attachments for that transaction. |
| File Type | Check boxes allow filtering of the attachments list by specific file types |
| Category | Check boxes allow filtering of the attachments list by specific categories |
| Color | Check boxes allow filtering of the attachments list by specific colors |
| Customers | Check boxes allow filtering of the attachments list by specific customers |
| Manufacturer | Check boxes allow filtering of the attachments list by specific manufacturer |
| Saved Filters | List of filters saved, allowing users to show/hide attachments quickly |
Attachment Listing
| Field/Button | Purpose / Action |
|---|---|
| Color | Displays the current color associated with the attachment |
| File Type | Displays the file type associated with the attachment |
| Description | Displays the description of the attachment |
| Category | Displays the current category associated with the attachment |
| Notes | Notes for the attachment |
| Manufacturer | Manufacturer associated with the attachment |
| Customer | Customer associated with the attachment |
| Contact | Contact associated with the attachment |
| Size | File size of the attachment |
| Attached To | What type of transaction is this attachment attached to |
| Create Date | Date the attachment was added to the transaction |
| Create User | User that attached the attachment |
| Update Date | Date the attachment was updated |
| Update User | User that updated the attachment |
| Color Name | Name of the color associated with the attachment |
| Tag Key | Search by search tag (key) name |
| Tag Value | Search by search tag (key) value |
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