Add Attachments to a Customer Record - Customer

Add Attachments to a Customer Record - Customer

You can add attachments to a customer's record to provide reference documents for NEXGEN users to view. See below for instructions on how to do this.

Navigate to the Customer Module

To navigate to the Customer module:
  1. Click Customer in the blue sidebar on the left.
  2. Click Customer.

Add Attachments to a Customer Record

To add attachments to a customer record:
  1. Navigate to the Customer module.
  2. Capture13edit.png
    Open a customer record.
  3. Click +Add in the Attachments zone.
  4. Click Select File.
  5. Locate and select the file.
  6. Enter a description and category for the file.
  7. Click Save.

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