Name: Module 8.4 Customer attachments
SKU: Squeegee
Rating: 4.7 (81 reviews)

Squeegee®

Action For Children

**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)  


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

By the end of this module, you'll be able to add a new customer and enter their name, address, contact details and customer source. 

Module 8.1 Adding and editing customers

By the end of this module, you'll be able to add customer notes and important customer notes and know who will be able to view them. 

Module 8.2 Customer notes

By the end of this module, you'll know how to change the customer settings away from the default global settings for individual customers. 

Module 8.3 Customer settings

Module 8.4 Customer attachments

By the end of this module, businesses will know how to either request an import from another system or prepare their own import file. 

Module 8.5 Importing Customers

08 Adding and editing customers

Cookies

Privacy Policy

We use Necessary Cookies  to perform essential website functions. For example, they’re used to log you in, save your language preferences, improve performance, route traffic between web servers, detect the size of your screen, determine page load times, improve user experience and for audience measurement. These cookies are necessary for our websites to work.

Necessary

We allow third parties to use analytics cookies to understand how you use our websites so we can make them preform better and the third parties can develop and improve their products, which they may use on websites that are not owned or operated by Squeegee. For example, they’re used to gather information about the pages you visit and how many clicks you need to accomplish a task. We use some analytics cookies for advertising.

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 8.5 Importing Customers - 3 mins

Proudly Supports