Differences

This shows you the differences between two versions of the page.

--- call [2021/08/12 09:46] – [Call Parts] darryl
+++ call [2023/06/20 08:51] (current) – external edit 127.0.0.1
@@ Line 145: / Line 145: @@
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 ==== Attachments ====
+The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.
+{{ ::attachments_list.png?nolink&800 |}}
+To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box.
+You can then view and download these whenever you need to using the eye and download buttons on the record.
+To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.
+{{ :attachment_add.png?nolink&600 |}}
+Public and Private attachments are visible or invisible to Mobile users respectively.
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 ==== Convert ====
+The Convert tab isn't a tab as such, it's a dropdown which gives you the option to convert your Call into a Quote. Clicking this will give you a pop-up window to confirm this, and then it will transfer you to the Quote Add page, with details populated from the Call.
+For more information, please see the [[Quote]] page.