Attach files to the customer record or a contact note
This topic is under construction. It may be incomplete and is subject to change.
When to use this procedure
Follow the steps below to add documents for a customer. Examples of files you may want to associate with a customer record or contact note are: scanned and signed waivers, copies of licenses and permits, and contracts.
Steps to complete
Prerequisites: You must create a storage folder in Windows Explorer and assign it to the Customer Attachment Storage Folder file on the Work Station window before you can attach files for this customer. A great place to create your folder is in the same location where AIMsi is installed. For example, C:\AIMSI\CustomerAttachments.
- On the Add/Change Customer window - Name tab or on the Contact Management (Detail) window, click Attach. The File Attachments window opens.
- Do one of the following to associate a document with the customer.
Are you comfortable with drag-and-drop operations? Then... Yes In Windows Explorer, navigate to the file you want to associate with the customer record.
Use a drag-and-drop operation to move the file to the File Attachments window.
No On the File Attachments window, click Find. The Select Attachment File window opens.
Locate the file you want to associate with the customer and click OK.
The file is automatically stored in the Customer Attachment Storage Folder.
Did you know? You can right-click in the grid and click Delete File to remove the selected file from the customer record.
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