Canopy's avatar
Canopy
Contributing Cover User
12 years ago
Status:
Done

Cards: Ability to include an attachment for customer's card

Save attachment to the customer files as a record. Eg. Insurance certificate, scan hand written note from the field workers

 

"Adding Attachment to a Customer"

attachments
Cards
  • ABRock's avatar
    ABRock
    8 years ago

    it would be good if you could save an attachement to a Contact log or Customer file

  • Steven_M's avatar
    Steven_M
    Former Staff
    6 years ago
    Status changed:
    New
    to
    Done

    Hi Everyone, with the release of AccountRight 2018.4.1, you can upload documents and attach these to your cards including customers. For more information on this feature and other changes do please see AccountRight 2018.4.1 now available.