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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.

Written by Danielle Walls

Updated over a month ago

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…

If you have any questions about uploading attachments to a customer or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.