Customers : Customer File Upload

This article covers ability to upload multiple file formats to a customer's or member's profile.

Step-by-Step:

Step 1: Click on the “Customer” tab from the top navigation bar.

Step 2: Select "Customers/Member" from the left row of the window and click on "View/Edit" button.

Step 3: The "Customer Profile" pop-up will open where you can then click on the "Customer files".

Step 3: Type in the desired save name and click on the "Attachment" button. This will open a windows file explorer where you can select the desired file you'd like to upload.