Detailed Field Information Related Information Examples & Tutorials
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Client Attachment

The Client Attachment window may be used to store additional information about a Client such as contracts, hardcopy correspondence, specific documents or forms that are unique to this Client.

Several of the Fields in this window are indexed for fast retrieval when used for reporting or calculating. You have the ability to create control files which will manage the field names in the same fashion as those which manage Debtor Attachment windows. Additionally, these windows allow you to store saved documents directly on the Client.

Accessing Client Attachment

To access the Client Attachment window, select the Attachment tab when viewing the Client. If this tab is not visible on your system, contact us to discuss your upgrade options. The following are the Fields available for use in the Attachment window.

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Class

This field displays a user defined pick list. Set up whatever is meaningful for your operation.

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Type

This field displays a user defined pick list. Set up whatever is meaningful for your operation. As this is a sub-category under Class, you may or may not need to use this for Clients. It is available if you so choose.

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Description

Enter a description for this attachment. What you enter here will be visible when you view the list of Client Attachments.

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Index 1

User-defined field. This is an indexed field that can be used for report or calculation optimization if it were selected to house data.

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Index 2

User-defined field. This is an indexed field that can be used for report or calculation optimization if it were selected to house data.

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Date 1

User-defined field. This is an indexed field that can be used for report optimization if it were selected to house data.

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Date 2

User-defined field. This is an indexed field that can be used for report optimization if it were selected to house data.

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Date 3

This is a user-defined but NON-indexed date field.

This field cannot be rapidly searched for. If there is another option open to you, do not select this as a report data housing as it will not optimize the running of any report which may rely on it in a comparison or date calculation.

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Value

A numeric field for your use.

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Factor

A numeric field for your use.

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Credits

A currency field for your use.

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Debits

A currency field for your use.

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Result

A numeric field for your use.

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User 8

This field is for your own definition and use.

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User 9

This field is for your own definition and use.

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User 10

This field is for your own definition and use.

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User 11

This field is for your own definition and use.

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User 12

This field is for your own definition and use.

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User 13

This field is for your own definition and use.

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User 14

This field is for your own definition and use.

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User 15

This field is for your own definition and use.

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User 16

This field is for your own definition and use.

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User 17

This field is for your own definition and use.

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User 18

This field is for your own definition and use.

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User 19

This field is for your own definition and use.

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User 20

This field is for your own definition and use.

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User 21

This field is for your own definition and use.

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File

This can contain a complete filename to any kind of file needed to be attached to this Client. You can even store links to HTML documents or websites.

There are four icons to the right of this field.

  • Folder icon - Open the already attached file or if no file is yet attached, you will open a Windows file explorer screen to navigate to where you have stored the document you wish to attach.
  • Printer icon - Print the file already attached.
  • Trash bin icon - Delete the file already attached.
  • Magnifying glass icon - Opens a Windows file explorer screen for you to navigate to where your document to be attached has been saved. When located, click the "Open" button on the Windows popup. This will save the file to the Attachment without opening it first.

tip.gif If you put a URL into the File field, you will be navigated via your web browser to the website of interest when you click the Folder icon.

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Created

This field will display the date the Attachment was created.

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Created By

This field will display the ID of the operator who created this Attachment.

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Modified

This field will display the date the Attachment was last modified.

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Modified By

This field will display the ID of the operator who last modified this Attachment.

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OK

Clicking on this button will save any data you have entered and return you to the previous screen.

<<

Clicking the BACKWARD navigation button will take you back to the previous record.

>>

Clicking the FORWARD navigation button will take you to the next record.

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New

Cliock this to open a new Attachment screen.

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Delete

Click this to delete the currently displayed Attachment.

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Cancel

Click this button to ignore any changes you may have made and then return to the previous screeen.

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Help

Click this button for help on the Attachment screen and links to related topics.

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Edit

This button is visible only in a list of Attachments. Click this to open the currently selected Attachment for editing.

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Detail

This button is visible only in a list of Attachments. Click this to open the highlighted Attachment.

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Importing Client Attachments

As of version CV11.4.3, you can import and export Client Notes, Client Attachments, Client Contacts and Payments. This requires that you are licensed for Collect!'s optional Import/Export module.

Sample import maps are shipped with Collect! and are available for download from the Member Center.

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See Also

- Client Topics
- Attachment Basics - Introduction/Accessing
- Beyond the Basics

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