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Adding Attachments to a Customer's Profile
Adding Attachments to a Customer's Profile

Save attachments (documents, images, etc.) to a customer's profile.

Rebecca Castro avatar
Written by Rebecca Castro
Updated over 2 years ago
  • Click on "Customers".

  • Search for existing customers by entering the customer's name, address, or phone number.

  • Click "Go" or press Enter to view search results.

  • Click on the desired customer's Actions Menu (...).

  • Select "Attachments".

Click "Add Attachment".

  • Click on "Choose File" to locate and select the file that needs to be attached.

  • Enter a "Description" if desired.

  • When finished, click "Save".

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