Hi Carole. There is a facility to attach files to a customer or supplier record on the bottom of the profile tab. Clicking "Files" will display an "Add Files" button which will open the window to select which file you wish to attach. If you need any further help with this, please contact support@kashflow.com.
Guest
Hi Carole. There is a facility to attach files to a customer or supplier record on the bottom of the profile tab. Clicking "Files" will display an "Add Files" button which will open the window to select which file you wish to attach. If you need any further help with this, please contact support@kashflow.com.