How to Upload a File to a Customer Profile

1. Search for the customer to who you want to upload files in the Customers search tab.

   

2. Search and select the customer's name. You will be redirected to the Customer information page. 

   

3. Select the tab "Files".

   

4. Press "Upload" and select the file(s) you want to upload to the customer's page.

Watch How to Upload a File to a Customer Profile