It would be great to be able to attach documents to a customer. The obvious items to attach are credit applications, contracts ect
I agree. It would be really nice. For examples, the map to the customer office, picture profile so you can remember what he/she looks like.
Thanks for the suggestion. It would be great to have this functionality.
Upvoting this! We need it badly as we need to attached wholesale and professional account approval documents directly to the customer.