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Service Order Attachments

Comments

9 comments

  • Mavis Yew

    Hi,

    In the department field, when we select multiple department, it will only save the first department which we selected. Is this a bug?

    Thanks.

    Regards,

    Mavis Yew

     

  • Lily Evangelista

    Happy Friday Mavis,

    Please submit a case to our Client Care team for them to investigate this issues. It does sound like it is a bug because I just tested this process and I do not experience the same problem.

    Thank you!

    Lily

  • Mavis Yew

    Hi Lily,

    Thanks.

    Have raise a case to client care but have not received any solution

    Regards,

    Mavis Yew

  • Americas Ungerboeck Consulting

    Hello Mavis,

    Rebecca Kao is working on this case and I just asked her to send you an update.
    Thank you for your patience while we work on this issue.

    Have a great day!

    Lily

  • Kieron Marshall

    If during the import you forget to tick publish , is there a way you can in after and then publish it to a specific department?

     

    Ie the case is it has been imported from the outlook addin which has no publish option.

  • Maggie U.

    Hi Kieron,

    From the document, right-click and select View -> Properties.  The Publish checkbox will then display on the Document Properties screen.

    Thanks,

    Maggie

  • Kieron Marshall

    Thanks Maggie

  • Permanently deleted user

    Is it possible to publish documents higher up the chain - i.e. those attached to an event or function?  Not been able to find this functionality and would be great to be able to documents that sit higher up - floor plans etc.

  • Americas Ungerboeck Consulting

    Jerry - at this time, the only standard report that prints documents as attachments to the report is the Work Order - which pulls Service Order documents. It would likely be possible to create a custom report that pulls documents as attachments from other areas. I may also suggest you post this in the Community forum to see what others may have done or if there is a more prevalent need for an enhancement. Thanks.

    Mark F

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