Assign Case Number to an Attachment |
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Assign Case Number to an Attachment |
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Assign Case Number to an Attachment |
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Assign Case Number to an Attachment |
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Usage:
In the event you have uploaded or scanned an attachment to a customer record and would like to assign it to a case, you may use the Assign CaseID to Attachments option. For details of how a case is created please see How to create a case topic.
Navigation: Customer > Attachments
Please Note: You may also Assign Case Number to an Attachment by navigating to Tools > Assign Case Number to an Attachment.
How to assign Case Number to an Attachment:
DLCPM offers two ways of navigation to Assign a Case Number to an Attachment:
Please Note: By selecting the second navigation option, (opening Unassigned Case Attachments form through Tools menu) all unassigned documents for all customers are displayed in the grid, which is different from the first way when documents are displayed only for the customer that is selected. For this reason on the Unassigned Case Attachment form we have the View Customer button which will open the Customer form and will display details for the customer of the selected attachment. 1.After selecting the attachment which will be added to a case number by clicking on it in the grid, Click on the 2.Enter the Case Number on the Assign image to Case form and click OK. 3.The Image will then be assigned to the case number and will be removed from the Attachment section. 4.To view the assigned image navigate to either: ➢Customer > Cases > Click on the case number that has attachment > Click on the Images and Attachment sub-tab Or ➢Customer > Cases > Open the case number that has attachment > Click on the Images and Attachment tab |
See Also:
Attachment tab on Customer form for more details.
