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How do I add an attachment to a Booking, Contact or Account?
How do I add an attachment to a Booking, Contact or Account?
Updated over 2 months ago

Related Questions:

  • Upload a file to a Booking

  • Attach a file to an Account

  • Attach a file to a Contact

Procedure:

External files can be added to a Booking, Contact or Account under the Attachments sub-tab in the corresponding Summary page.

For a Booking:

For a Contact:

For an Account:

Additional Information

Items under the Attachments sub-tab cannot currently be linked or attached to an email.

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