Adding Attachments to Customers, Jobs and to a Shared Repository
Attachments can be of any file type as long as it is readable on a mobile device, max size 2 MB
Adding an Attachment to a Customer
Click on the 'Customers' tab on the top menu bar.
Select a Customer
Click on "Add"
Click on "Upload"
Choose a File and click on "Add"
Attachments are listed here
Attachments can be added to Jobs
To add an Attachment to the Shared Repository
Choose configuration --> Attachments
Click on "Add"
Select File, rename it (if necessary) and click 'Save'
Shared Attachments can be associated with Customers and Jobs.
If you require further assistance, please contact us at support@smartcloud.ie