Customers/Members - Customer file.

Customers/Members - Customer File Upload

Article Contents:  

This article covers  ability to upload multiple file formats to a customer's or member's profile.

Step-by-Step:  

  Step 1:  Click on the “Customer” tab from the top navigation bar.



Step 2: Select "Customers/Member" from the left row of the window and click on "View/Edit" button.



Step 3: The "Customer Profile" pop-up will open where you can then click on the "Customer files".




Step 3: Type in the desired save name and click on the "Attachment" button. This will open a windows file explorer where you can select the desired file you'd like to upload. 





    • Related Articles

    • Customers - Creating A New Flag

      Article Contents: This article contains step-by-step instructions on how to set a new flag for customers. Step-By-Step: ​ Step 1: Select the CUSTOMERS module from the module navigation menu. Next, select Customer from the left side of the window. The ...
    • Customers - Search/Add/View Customer Profiles

      Article Contents: This article contains steps on how to search for, add, and view customer profiles. Step-By-Step: The customer information tab contains information on existing customers and can be used to add, edit or delete a customer.  Step ...
    • Customers - Link Customer Class to Customer.

      Article Contents: This article contains step-by-step instructions on how to link a Customer class to a Customer. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu, then click on Customers in the left-hand menu. Step ...
    • Customers - Create Group-Manage Groups

      Article Contents: This article gives step-by-step instructions on how to create and manage Groups. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu.  Step 2: Click CRM from the left row of the window. Step 3: To ...
    • Customer Management - Store a saved method of payment on file for regular customers.

      Article Contents This article describes how to store a saved method of payment on file for regular customers. Step-by-Step:   Step 1: Click on the "Customers" tab. Step 2:Select a member that you want to store the payment method. Then click the ...