Add Attachments and Links on a Customer Record
You can quickly add an an attachment or to a customer record.
Instructions
- Navigate to Customers.
- Click the Customer Record. The Customer Details form displays.
- Click the Attachment
tab. - 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.
- If you want to add a link, then click the Add Link button. The Add Attachment Link dialog displays.
- In the Attachment Link field, enter the link.
- Click the Upload Link button.
