Learn How to Delete Attachments in Greentree
Posted by Kim Norman on June 6, 2016
I have an attachment on a Job that I want to remove, how can I delete it?
Attachments can be deleted through the use of the Function Key mappings as defined in User Preferences. The default for delete is Shift + F2. Only in rare circumstances have we changed this across our client base.
Things to consider when deleting attachments:
- Inquiry screens do not allow deleting of attachments regardless of User Security
- Closed items – i.e. Job, Service Calls, etc. – will not allow for deleting of attachments
- Read Only transactions will not allow for deleting of attachments
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To learn more about Greentree, please contact Crestwood Sales at Sales@Crestwood.com.