Change Attachment Categories
Attachment Categories help you organize your customer record attachments. BizScheduler lets you upload text files, word processing documents, digital photos, emails, etc., and attach them to your Customers and Jobs. Perhaps you want to attach copies of your contracts with your customers. You could create an Attachment Category of "Contract" that you could then search on to find all of the contracts you have placed in BizScheduler. And since you can then get to these contracts from virtually anywhere, you can better manage relationships with your customers.
To make changes to this list, do the following steps:
- Go to the Hub and click the Attachment Categories link under the Setup / Configuration section
- Click on a category to change its name, followed by the checkmark to save it
- The other attributes can be changed by clicking on them
Note: You can Delete an Attachment Category that has been used. This will remove all references to it. If it has been used, you may want to make it Inactive instead, which will remove it from any selection lists within BizScheduler but let you reactivate it so you can find those attachments with that category in the future.
Related Articles
Change Customer Categories
Customer Categories provide a tool to organize and identify your customers. This may be a two-item list that identifies Residential verses Commercial, or a very complex list where you identify their industry, type of customer they are, primary ...
Change Task Categories
Task Categories provide another way to help organize Tasks. BizScheduler lets you easily create and customize your list. You may want to identify some Tasks as Administrative, some as Maintenance and others as Sales. You may create whatever ...
BizScheduler Onboarding and Initial Setup
BizScheduler Onboarding and Initial Setup - New Clients Welcome to the 3rd Generation of BizScheduler. Since 2004, BizScheduler has been helping small business owners in many industries to schedule, manage, and grow their businesses. Whether you are ...
Change an Area
To make a change to an existing Area, do the following: Go to the Hub and click the Areas link under the Setup / Configuration section On the Areas screen you will see all Areas currently configured for your BizScheduler Click the name of the Area ...
Change Estimate Status Options
Estimate Status Options help you quickly identify the progress of an Estimate as you move it toward a scheduled job. You can easily search for all Estimates with one or more status options to keep your focus on the highest potential customers based ...