Module 8.4 Customer attachments

By the end of this unit, you'll be able to add attachments to customers and know which users can view this attachment.


MODULE 8 - ADDING AND EDITING CUSTOMERS

8.4: customer attachments

Once you have a saved customer, you'll see a view with the customer details and verified customer address on a map at the top, and underneath, options to set up automatic payments and add an attachments that can be viewed by any staff member with rights to view customer details (creators and up)


Squeegee Status
2022