Service Description Attachments

Attachments / Documents

Title Widget Widget Description
Documents
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  1. Number of files

Click:

Opens the summary page

 

Available on:

  • Dashboard
  • Customer details page
  • Opportunities 
  • Leads
  • Product details page
Attachments
cixrsrx4CdM945XK-drawing-9-1754387362.png
  1. Number of files

Click:

Opens the summary page

 

Available on:

  • ORDER
  • Activities
  • Quotation

General

Functions in the title bar

Icon Explanation
+

 Files can only be added in ORDER, Opportunities, Leads and in own Activities. 

Grid

Click Swipe General Information

Open file

 

Only in ORDER and in own Activities is an edited file updated
  1. Delete File

Files can only be deleted in ORDER and in own Activities.
  • The grid shows files and folders.
  • Folders have no Created by, File size or Date.
  • When in a subfolder, no name is shown for switching to the parent folder.
Column definition
Name Visible Sort Full Text Explanation
Icon ForceVisible

Folder, if it is a subfolder.
Arrow, if it leads to a parent folder.
Name Visible ASC Yes Contains the file or folder name.
Size VisibleOnlyLandscape

Including unit KB, MB or GB
Attached on
 Hidden


FAQ

 

Release