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Managing Attachments and URLs on a Customer Record

Eptura Knowledge Center

Managing Attachments and URLs on a Customer Record


Adding an Attachment or URL to a Customer Record can be easily done by following these few simple steps.



1.  Select the Customers icon in the menu ribbon on any page.

2.  Select the desired Customer Record, and the details window will slide open on the right side of the screen

3.  Open the Attachment tabScreenshot 2022-12-30 at 9.12.45 AM.png

4.  Select Add Attachment to browse to and attach any file of your choosing AddAttachament.png

5.  Select Add Link to establish a direct link to any intranet page or external website AddLink.png

6.  If you prefer, you can also drag and drop the file into the Attachment window.

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