Common Tabs - WebTMA 7

The following Vendors window Tabs are common to many modules in WebTMA.

The Attachment Tab includes several functions in three Sections: Contact, Note, and Task. Information recorded on the Attachment Tab applies exclusively to the record for which it is created.

When an Attachment is saved, it is linked to the current record. No Attachment data can be saved without a current record. Each Attachment Contact record is separate.

The Contact Section stores the name and other contact information (address, phone, email) for anyone you need to communicate with about the record.

The Note Section is used to add reminders or other information about the record.

The Task Section is used to record personal duties or actions for the individual user. These ‘tasks’ are not related to the Task Types established in Organization > Lookups.

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