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
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.