Add Attachments to Accounts

Add attachments to accounts to record: 

• Payment terms and conditions
• Catalogues
• Quotes or documents relating to payments
• Correspondence sent to or received from the account holder

To make sure other staff members can access the documents added as attachments, they must be stored in a shared location. PS Cloud customers can save attachments in the shared X:\ drive.

1. On the required account, select Attachments.
2. Right-click anywhere on the attachments section, then select Browse for new attachment.
3. Find and select the required file.
4. To add the file, select OK.

To open the attachment, from the list double-click on the required Name.