Start a new topic

Customer file attachments

 There is no function to attach files directly to a Customer Record.  We have signed dealer agreements and credit applications which should be directly attached to the customer.  Files (item photos) can be attached to products and files can be attached to sales orders.  But, none can be attached to your customer?  This is a feature in many older, legacy software.  We need it.


3 people like this idea
1 Comment

I have customers requesting this, too.

Login or Signup to post a comment