Differences

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

--- quote [2021/09/02 08:51] – [Extra Info] darryl
+++ quote [2023/06/20 08:55] (current) – external edit 127.0.0.1
@@ Line 70: / Line 70: @@
 ==== 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.
-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.
+{{ ::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.
-==== Convert ====
+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.
-You can even convert the quote into a call via the “Convert to call” tab, to do so click the convert to call button, A window will open asking if you are sure you wish to do so, click ok to continue.
+{{ :attachment_add.png?nolink&600 |}}
-''Insert Image Here''
+Public and Private attachments are visible or invisible to Mobile users respectively.
-You will be taken to the “add new call” screen and the data will be auto filled in from the quote, from there, progress like adding any other new call.
-''Insert Image Here''
+----
+==== Convert ====
-Once the details are set save the call, same as you would any other, if the call is able to save a notification will appear establishing so.
+The Convert tab isn't a tab as such, it's a dropdown which gives you the option to convert your Quote into a [[Call]]. Clicking this will give you a pop-up window to confirm this, and then it will transfer you to the Call Add page, with details populated from the Quote.
-''Insert Image Here''
+{{ :quoteconverttab.png?150 |}}
+For more information, please see the [[Call]] page.
+----