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Attachments in Customer Master — Cloud Customer Connect
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Attachments in Customer Master

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edited Nov 15, 2019 9:44AM in Receivables & Collections 6 comments

Summary

Attachments in Customer Master

Content

Business would like to attach customer documents/certificates to Customer Master. I don't see any attachments option in Customer level/Site Level/Contact level.

Any idea how to achieve this requirement or suggest any work around?

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