infor crm tip

Infor CRM Tip: How to Find Specific Attachments

I recently helped a client who was looking for a solution that would enable him to find specific attachments quickly based on their intended use. For example, an Account might have several attachments associated with it, but the user may want to know which of those various attachments is being used for which specific purposes. A "specific purpose" might be something like a contract for the account, or a support agreement.

In the code example below, it is assumed that a contract document needs to be tracked for every Account. So there is a custom field called ContractAttachmentId that stores the identifier of the Attachment containing the agreement for the Account being currently viewed. The code populates a drop down list with all the attachments associated with that Account. A user can then choose one of those attachments and save the record so he doesn’t have to scan through the entire list to find the contract.

This code should be set up on the Load event so as to populate the dropdown as soon as the screen loads. The same concept can be extended if other entities such as Opportunities, Contacts etc. have to be linked to specific attachments.

Allen D'Souza's picture
Allen D'Souza
Senior CRM Consultant

Allen is a senior CRM consultant at Technology Advisors Inc. He spends most of his time designing solutions using InforCRM, StarfishETL, and SQLServer. He also specializes in data migrations from-and-to Microsoft Dynamics CRM and Salesforce.com. Allen has been involved in large implementations for prominent players in the real estate, telecom, manufacturing, and publishing industries. Prior to working at Technology Advisors, Allen worked as a Microsoft application developer in the Accounting space. Outside of work, he likes to meditate, play his guitar, and eat chocolate.

Related Articles

March 22, 2018

What is Infor CRM doing to prepare its system for the GDPR? Let’s take a quick look at how Infor is approaching GDPR compliance and the steps its teams are taking to ensure success.

February 27, 2018

When a sales rep closes an opportunity, she should always indicate the reason for the lost sale in the CRM system. Why? Management can help teams fill gaps and ultimately improve win rates by properly addressing the underlying issues behind these lost sales. Let’s look at some best practices for tracking lost sales in your CRM.