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Adding Attachments to Customer Contact
Adding Attachments to Customer Contact

See below for how to add attachments to the customer's contact information that can only be seen internally.

Danielle Walls avatar
Written by Danielle Walls
Updated over a week ago

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1. Click on Contacts

Click on Contacts

2. Select a Customer

Select a Customer

3. Click on Attachments

Click on Attachments (0)

4. Either Click on "Browse Files" to upload an attachment from your computer or simply Drag & Drop Files.

Once the file is uploaded it will be available for you to view, but will not be seen by the customer.

Either Click on "Browse Files" to upload an attachment from you computer or simply Drag & Drop Files Here…
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