You can delete files that have been previously attached to a quote.
Procedure
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Log in to Sterling™ Field Sales.
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From the application sidebar menu, click Quotes.
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The Quotes home page is displayed. Expand the Search
Criteria panel and enter the appropriate search criteria.
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Click Search. The search results display quotes matching the search
criteria.
- If only one quote matches the search criteria, the Quote Details screen is displayed.
- If multiple quotes match the search criteria, the list of quotes is displayed in the
Search Results panel. Click the corresponding Quote Name
hyperlink. The Quote Details screen is displayed.
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Click Attachments. The Attachments screen is displayed.
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In the Attachment Info panel, select the check box adjacent to the attachment you want to
delete and then click
.
Note: To delete multiple attachments simultaneously, select the check boxes adjacent to the
attachments you want to delete, and then click Delete.
- A message asking you for confirmation is displayed. Click Yes.
Results
The attachment is deleted from the quote.