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. Select EDIT.
3. Select ADD NEW, then ATTACHMENT.
4. Enter a meaningful name for the attachment in Description.
5. Enter or select the File path where the attachment is saved.
6. If required, enter Notes about the attachment.
7. SAVE the details.