Customer Attachments

[MAS]

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.

[lubos]

I think the best approach will be to implement Customer Notes or similar naming tab and allow attachments there rather than directly on customers.

Customer Note Module

This is may be unrelated to the accounting, but with the power and ability of the Manager, I would like to suggest a simple module for Customer Note. We have been dealing with a lot of paper works, collected over the years, in relation to our customers requesting discounts, instalment plans, delay payments and so on. And some of these, the same customer were repeating their requests, and we have to piling up the papers. When we have to search for the records, it is a tedious amount of time affo…

[MAS]

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.