V3 Add Attachments to an Account

To view or edit the Notes or Attachments on an Account, use the following steps:

  1. Go to CRM > Accounts
  2. Click the name of an Account to open the Review overlay.
  3. Click Advanced Actions.
  4. Click Add Notes/Attachments

  5. Add or edit Notes by typing in the text boxes. Add an Attachment by clicking Add Attachment to search files on your computer or drag a file into the box. 

  6. When you are finished making changes, click Save

 Account Notes will appear on the Account Review overlay. Billing Notes will appear on the internal view of Invoices but not the Invoice the client will see. Attachments will only appear in the Notes/Attachments section of the Account Review overlay. 

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