Introduction
Attachment types allow you to categorize different attachments; for example, an attachment on a maintenance request record could be a designated estimate.
You can set up different attachment types for different record types. For example, for maintenance requests (work orders), you could set up two types: Estimate and Invoice.
To set up attachment types
Go to Admin > Toolbox > Custom Lists.
Select the Attachment Types tab.
Select a record type, for example, Work Order, and then enter the category names.
Click Save when you are done.
Note(s):
In some cases, there are hard-coded attachment types that appear in the drop-down for Attachment Type, but do not appear on the setup page. In this case, you cannot edit them or delete them. Also, some of the hard-coded types might not be applicable to your business.
At this time, there are not reports for specific attachments types.