Attach documents
Question asked by Natalie Tolley 7 years ago
Hi
Is it possible to attach documents to Clearbooks customer records?
Thanks
Natalie
Question asked by Natalie Tolley 7 years ago
Hi
Is it possible to attach documents to Clearbooks customer records?
Thanks
Natalie
Hi Natalie,
Attachments can only be made to customers' individual invoices (not their profiles- Contacts> Customers> [customer]).