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Product Ideas

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

Contributing Cover User

9Posts

10Kudos

0Solutions

9 Posts
Contributing Cover User
Australia

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"

Current Status: Done
Last Changed: December 2018

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.

3 Comments
ABRock
5 Posts
User

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

LuciaBolcich
Experienced Cover User
33 Posts
Experienced Cover User

Also to the Employee File.

Steven_M
45,180 Posts
Former Staff

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.