Can I upload a file or document against a customer?

Yes, this is possible if you have the Document Management Module. If you don't have this module please contact the CommuSoft support team. 

To attach a file simply search for the customer and bring up the details. You will then see a tab called 'Attached Files' on the customer screen.

Click on this tab.

You can then either drag and drop a file from your computer into the 'drop zone' or click on the Plus "+" icon

Have more questions? Submit a request

0 Comments

Article is closed for comments.