To link a communication attachment to an estate management case

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The procedure to link a communication attachment to an estate management case is as follows:

  1. Using the Advanced search spy-glass (), select Estate Management Case as the Search for and Search by category, and enter the Case reference as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Estate Management Case Details window is displayed.
  3. Click on Attachments. The Attachments tab is activated.
  4. Click on New Attachment 2. The Attach Files window is displayed.
  5. Activate the Select from linked CRM communication tick box provided, denoting that the required attachment is already mapped to an associated CRM communication 3.
  6. Click on Next. The Select Linked CRM Communication Attachments window is displayed, revealing a list of all images and other digital media already associated with one or more linked CRM communications, as displayed in the CRM Communication Attachments summary table.
  7. Activate the Select tick box against each file attachment to be linked to the estate management case; a preview of each attachment, along with qualifying contextual information (name, file type, description, created date) can be obtained simply by highlighting the corresponding row.
  8. Click on Save. The attributes of each linked file attachment are displayed in the Attachments summary table.


Note

1 Additional search criteria may need to be employed (e.g. start date ranges, target inspection date ranges, company, status, inspection type) to ensure that the correct estate management case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 This option is inactive for estate management cases that are set to a status of Cancelled or Closed.

3 This option is only available in the instance where one or more CRM communications are linked to the estate management case.


See related topics...

Estate management case consolidation activity overview

To link an estate management case to a CRM communication

To add an attachment to an estate management case

To associate a linked record attachment with an estate management case

To view a linked attachment in an estate management case

Using the search facility