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TelcoMgr Document Storage Concepts

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    First of all create a shared folder for all relative attachments, which can be accessed by all TelcoMgr users. We call ours, "Attachment Library."
    On a Customer/Location record, go to the Managed Services Info Tab:

    Store attachments, which are related to management contracts for each Customer/Locaton. File Types Supported:
    [a] PDF
    [b] HTML, HTM, HyperText
    [c] Image (.jpg, .gif, .bmp)
    Open a Circuit Record & Select the Term Contract Info Tab:

    Store attachments, which are related to Telco/Carrier contracts for each Circuit. File Types Supported:
    [a] PDF
    [b] HTML, HTM, HyperText
    [c] Image (.jpg, .gif, .bmp)
    Open or Insert a History Log Record:

    Store attachments, which are related to Account Management History for each History Entry. File Types Supported:
    [a] PDF
    [b] HTML, HTM, HyperText
    [c] Image (.jpg, .gif, .bmp)
    [e] Excel