Legacy platform

Deleting attachments from a quote

You can delete files that have been previously attached to a quote.

About this task

Procedure

  1. Log in to Sterling™ Field Sales.
  2. From the application sidebar menu, click Quotes.
  3. The Quotes home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
  4. 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.
  5. Click Attachments. The Attachments screen is displayed.
  6. In the Attachment Info panel, select the check box adjacent to the attachment you want to delete and then click Delete.
    Note: To delete multiple attachments simultaneously, select the check boxes adjacent to the attachments you want to delete, and then click Delete.
  7. A message asking you for confirmation is displayed. Click Yes.

Results

The attachment is deleted from the quote.