Client Attachment

The Client Attachment form may be used to store additional information about a Client. You can attach any kind of information or even different files to your Clients with an attachment. Several of the fields on this form are indexed for fast retrieval when reporting or calculating. As long as Windows is set up to handle the file type, you can instantly display any type of original information about any account. Please see Help topics listed at the end of this topic for details about some of the many ways you can use the attachment form.

Accessing Client Attachment

To access the Client Attachment form, select the Attachment tab when viewing the Client form. This tab is visible only if you have Client Management enabled in your Collect! license.

The Client Management module is included in every Collect! Version 11.4.3 system, and newer, and upon request for older Version 11 systems.

Class

This field displays a pick list choice. Use it to categorize your attachments. Please see the Help on How To Use Pick Lists for information about building your own list or adding to the defaults provided by Collect!.

Type

This is for further categorization. You can add you own pick list to this field and even use it for changing field labels for different types of attachments.

Description

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

Index 1

Enter information here that you need quick access to. This is an indexed field.

Index 2

Enter additional information here that you need quick access to. This is an indexed field.

Date 1

This is an indexed date that you can use to quickly locate attachments by date.

Date 2

This is another indexed date that you can use to quickly locate attachments by date.

Date 3

This is a non-indexed date field.

Use it for anything important to you. This field cannot be rapidly searched for, so don't plan on building a report to search for these dates. It will run slowly if you have a large database.

Value

A numeric field for your use.

Factor

A numeric field for your use.

Credits

A currency field for your use.

Debits

A currency field for your use.

Result

A numeric field for your use.

User 8

This field is for your own definition and use.

User 9

This field is for your own definition and use.

User 10

This field is for your own definition and use.

User 11

This field is for your own definition and use.

User 12

This field is for your own definition and use.

User 13

This field is for your own definition and use.

User 14

This field is for your own definition and use.

User 15

This field is for your own definition and use.

User 16

This field is for your own definition and use.

User 17

This field is for your own definition and use.

User 18

This field is for your own definition and use.

User 19

This field is for your own definition and use.

User 20

This field is for your own definition and use.

User 21

This field is for your own definition and use.

File

This can contain a complete filename to any kind of file attached to this account. You can even store links to HTML documents or web sites.

There are four buttons to the right of this field.

These buttons let you:

- Open the file or go to the web site
- Print the file
- Delete the file
- Select a file from your system without opening it

This feature lets you attach any kind of file to your accounts in Collect!. You can attach credit reports or information returned from some other type of query. As long as Windows is set up to handle the file type, you can instantly display any type of original information about any account. There are many possibilities. You can even use an import routine to read information, create a file for the account and attach it to this field for quick retrieval.

If you put a URL in this field, Collect! will use your web browser to go to the web site when you select the OPEN button.

Created

This field will display the date the attachment was created.

Created By

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

Modified

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

Modified By

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

OK

Selecting this button will save any data you have entered and return you to the previous form.

<<

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

>>

Selecting the FORWARD navigation button will take you forward to the next record.

New

Select this to open a new attachment form.

Delete

Select this to delete the currently displayed attachment.

Cancel

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

Help

Press this button for help on the Attachment form and links to related topics.

Edit

This button is visible only in the list of Attachments. Select it to open the currently selected Attachment for editing.

Detail

This button is visible only in the list of Attachments. Select this to open the highlighted attachment.

Importing Client Attachments

With Collect! Version 11.4.3 and newer, 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 Collect! Member Center widgets area.

Collect! Member Center Widgets

See Also

- Attachment Basics - Introduction/Accessing
- Beyond the Basics