Attach Files to Customer Record using CRM Software

Attach files to the Customer History

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Attach Files to Customer Record

You can attach any files to a customer record by just dragging and dropping them.

First, on the Customer History tab, click the Attach File button. You will see the existing list of history entries you can create.

Attach File

You can choose an existing type eg Diagram or you can create a new History Entry type to store whatever you need to store.

For example if you wanted to store a contract document, click Create New History Entry Type. Type in Contract and click OK. Now you can select Contract as the History type.

Enter some text to describe the document. This text is searchable from the main customer search screen in the History field. For example if you typed in "contract to supply staples" as the description, then if you search for any of this text eg "staples" or "supply staples" in the History field on the Search page, the search would find this customer record.

Choose the File

Then you can either browse to find the file or simply drag and drop the contract document file into the File field.

Click OK and then the file is stored in one central place along with all the other customer documents and the customer database.

Customer History Contract

View Attached Files

To view the contract document later, simply go to the Customer History for this Customer, select the entry you want to view and click View Attached File.

You can easily find the customer by just searching for staples in the History field.

Contract Search

So much quicker than searching through filing cabinets...

Attach Multiple Files

If you need a way to add a large number of Files to a Customer Record, you can also go the Cutomer History tab and click the View Customer Folder button which shows all the Customer Files in the Customer Folder. You could then copy a large number of Files into the Folder directly, without having to click Attach File for each file, but note that you would only be able to access those files by clicking the View Customer Folder button again.

More Information

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