If you want to keep attachments on file for a customer, such as a damage waiver, rental contract, credit authorization, you can save these documents on the customer details page.
In this article, we'll walk through the steps to add attachments for a customer.
Before You Start
- You will need Manager, Admin or Owner level permission to add customers
- You will need a customer
- File size and type limits apply. Learn about attachments
Add Customer Attachments
To add attachments for a customer, follow these steps:
- Search for your customer
- Click to View Customer
- Click the Attachments tab
- Click Add Attachment
- Navigate to the file on your computer and click open or save