Thank you for supporting the Cloud Customer Connect Community in 2024. It's a gift to work with you!

Look back
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Is there an existing functionality to add attachments in Customer Site Profile

in Receivables & Collections 1 comment

Summary:

To provide more context, we are looking if there is any existing functionality or workaround wherein we can add an attachment in the bank accounts tagged under Customer Site Profile.

This is for business users to attach supporting documents to the customer's profile.


I have found a related document to such but I don't think the attachment can be seen or listed under UI:

Adding Attachments To Customer's Data (Doc ID 2056282.1)

Content (please ensure you mask any confidential information):


Version (include the version you are using, if applicable):


Code Snippet (add any code snippets that support your topic, if applicable):

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!