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Search HansaManuals.com HansaManuals Home >> Standard CRM >> Working Environment >> Attachments and Personal Desktop Previous Next Entire Chapter in Printable Form Search This text refers to program version 6.2 Attachments - Attaching Reports to Records To attach a report to a record, first print the report to screen, and open the record in question. The Button Bar of the report window contains an [Attachments] button:
When you attach a report to a record, the report is first printed to file and that file is then attached to the record. The report file is stored in the "Attach" folder or directory that is in the same folder as your Standard CRM application. In multi-user systems, the "Attach" folder will be on the server machine, in the same folder or directory as the Standard CRM server application. If you need to read the report later, you will effectively be reading the file, not producing the report again. The information it contains will be correct for the moment when it was originally produced, not for the moment when you are reading it. This may be useful if you have attached the report to a Mail for discussion with another member of staff. When you read the report later, it will be opened in a standard report window, so you can select 'Recalculate' from the Operations menu if you need to update the report to include the latest information in the database.
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