Add Attachments and Links on a Customer Record

You can quickly add an attachment or link to a customer record.

1. Navigate to Customers.
2. Click the Customer Record. The Customer Details form displays.
3. Click the Attachment  tab.

Attachment

• You can add an attachment by either drag and drop the file to the designated area or click the Add Attachment button and then select the file to upload it.

Link

1. If you want to add a link, then click the Add Link button and the Add Attachment Link dialog displays.

1. In the Attachment Link field, enter the link.
2. Click the Upload Link button.