Removing Attachments (Customer Record)

.

Service > Miscellaneous > Customers

or

Parts > Miscellaneous > Customers

or

Sales > Miscellaneous > Customers

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the customer record.

2. Select the customer by clicking on the corresponding line.

Within a Customer Record:

3. Hover over [More] in the Action Ribbon.

4. Select [Attachments] to open the Attachments window.

5. Click the “X” at the end of the corresponding attachment.

6. Select [Yes] to the prompt: “Remove the attachment?”

7. Select the [Exit] button.

8. Select the [Save] button in the Action Ribbon.