Attachments

The Attachments button ( ) allows you to attach documents and enter notes for a customer, vendor, or any other record where the Attachments function is available.

Attachments can be:

• Embedded directly in the Traverse database
• Links to network file storage repositories

Click on the Attachments button when available on the toolbar to open the Attachments function.

Use the Toggle button () to switch between Detail View and Grid View.

Click the Append button () to add a note.