Adding an attachment or URL to a customer record can be easily done by following these few simple steps:

 This process cannot be done from a mobile device, but through your desktop application.


Step 1.

Start by clicking on the “Customers” icon on the main ribbon.


Step 2.

Create a new customer record or open an already existing customer record from your record list.

 If creating a new customer record, all required fields must be filled in and then saved before you can proceed to Step 3. If you need help on how to create a new customer record, see article, “How to Create a Customer Record”.


Step 3.

Click on the “Attachments” tab.


Step 4.

To attach a file, click on the “Attach File” option from the drop-down menu, then the “Choose File” button, and then select the appropriate file.

To add a website link, click on the “Website Link” option from the drop-down menu, then enter in the URL and name into the provided space.


Step 5.

Click on “New Attachment”.


Once you have finished this step, you have successfully added an attachment into your customer record and are ready to proceed.


Step 6.

To update an attachment or URL, click on the update icon on the right. After doing so, enter in the correct information to the appropriate fields. For help in doing so, return to Step 4.


Step 7.

To delete an attachment or URL, click on the delete icon on the right. Click "OK" to confirm deletion, the attachment or URL is deleted.

If you need to enter in a new attachment or URL and need help, return to Step 4.