Document Management Search
System Configuration>Reports>Document Management
| Search | |
| Add | |
| Edit | |
| Delete | |
| Print Grid |
| Doc No: |
|
| Description | |
| Module | |
| Year | |
| Reference | |
| Month |
Adding or Editing Document Management
| Attachments | |
| Memo | |
| Create Reminder | |
| View Attachments | |
| Doc No | |
| Description | |
| Reference | |
| Year | |
| Month | |
| Module | |
| Name | |
| User Created / Date and Time | |
| Last Updated By / Date and Time | |
| Notes |
Create Reminder
| Reminder No | |
| Customer | |
| Date Created | |
| Reminder Type | |
| Reminder To | |
| Restrict View Tick | |
| Reminder From | |
| Interaction Type | |
| Job No. Link | Select Job |
| Reference | Add Reference |
| Description | Add Description |
| Complete Tick | Tick Complete if the Task is completed |
| Supplier | Select Supplier |
| Reminder Date | Select Date you wish to be Reminded |
| Add Recipients | Select Recipients |
| Message Choice | Select Normal, SMS, Email |
| Contact Person | Select Contact Person |
| Cell No | Adding Cell Number |
| Adding Email address |
Recurring Reminders
| Reminder Date | |
| Frequency Selection | |
| Number Of Days | |
| Number Of Reminders |
Add Recipients
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