Can I upload a file or document against a customer?

Yes, this is possible. If you don't have this module please contact the CommuSoft support team. 

To attach a file simply search for the customer and bring up the details. You will then see a tab called 'Attached Files' on the customer screen.

Click on this tab.

You can then either drag and drop a file from your computer into the 'drop zone' or click on the Plus "Add new file" button.

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