Attaching Files and Adding Notes to Customer Profiles

Step 1: Attach Files to a Customer Profile

• Within the customer profile screen, find the 'ATTACH FILE' button.
 
• Click it and upload any relevant documents, such as contracts, agreements, or supporting materials.
  

Step 2: Add Notes to a Customer Profile

• To add a note, click the 'ADD NOTE' button, enter the required information, and click 'SAVE'.
 
• Notes can be used to log interactions with customers or keep track of important details.

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Step 3: Manage Attachments and Notes

• You can review and edit attached files or notes at any time within the customer profile.