Documents and links to documents can be associated with Contact, Activity, Service Order, Quotes, Invoice, Sales Order and Purchase Order records. The “Documents and Links” tab on those records supports an unlimited number of documents and web links that can be added via the Desktop or Mobile versions of Results. Documents are automatically cross-linked to various modules as well as Contacts, Projects and Sales Opportunities.
1. Open the appropriate Results record.
This functionality is supported on Contact, Activity, Service Order, Quotes, Invoice, Sales Order and Purchase Order records.
2. Navigate to the Docs/Links tab.
Figure: Contacts Screen: Documents/Links Tab.
3. Click the Add button.
4. The Documents screen will appear with the Link Contact information.
Documents already associated with this Contact will appear in a grid on the left side of the screen.
Figure: Documents Screen.
5. Choose an appropriate Document Type.
6. If applicable, choose to link the document to a Project or Sales Opportunity by clicking the binocular icon.
7. The Doc Date will default to today’s date. Change this field if necessary.
8. Type in a Description of the Document.
9. Click the Browse button to locate and select the file you wish to link to Results.
10. The File Name or URL box will auto-populate with the name of the attached document. If necessary, change the information in this field.
11. Click the Save icon to save the record.
12. Close the screen. The new document will appear under the Docs/Link tab of the appropriate contact.
In order for the document to be accessed by all Results users, it must be stored on your network. If the document is stored on your local PC, it will only be available to you.
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