Attach Files to Customer Record using CRM Software

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

First, on the Customer History tab, create a Customer History entry for this customer. You will see the existing list of history entries you can create.

You can choose an existing type eg Diagram or you can create new History Entry types from Tools->Maintain Templates to store whatever you need to store.

For example if you wanted to store a contract document, go to Tools->Maintain Templates and click Create New History Entry Type. Type in Contract and click OK.

Now on the Customer History tab you can select Contract and click Create History Entry to create a Contract record.

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.

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

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

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.

So much quicker than searching through filing cabinets...

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