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

 

If you would like to view past Tips, log into eService. Tips are located in the Knowledge Base under Greentree Tips of the Week Library/Book. If you do not have an eService login, please contact your Crestwood Account Manager for login details.

 

To learn more about Greentree, please contact Crestwood Sales at Sales@Crestwood.com.


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