Add an Attachment to a Customer

To add an attachment to a specific customer:-

Edit the customer record by double-clicking the customer, or clicking on the customer’s name, on the Customers page.
Select the Attachments tab.
Click the Pick Attachments tab to upload a file.

Note: You can also add attachments to specific invoices and quotes as well as to email templates. For more information, see:

Updated on November 5, 2018