Are there any plans to add the ability to attach documents to customer profile like we do with quotes, invoices and etc. The use case would be to store contracts, statements of work (SOW), tax exempt documents and any other useful information related to that customer.
I think the best approach will be to implement
Customer Notes or similar naming tab and allow attachments there rather than directly on customers.
Thank you for quick reply. I believe the notes folder will work for now but it would be nice to have all the notes and attachments in one place under customer so you don’t have to switch between folders all the time.