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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.