Receivables & Collections

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Topic

    Dhilip Kumar
    Attachments in Customer Master
    Topic posted November 15, 2019 by Dhilip KumarRed Ribbon: 250+ Points, tagged Receivables 
    28 Views, 1 Comment
    Title:
    Attachments in Customer Master
    Summary:
    Attachments in Customer Master
    Content:

    Business would like to attach customer documents/certificates to Customer Master. I don't see any attachments option in Customer level/Site Level/Contact level.

    Any idea how to achieve this requirement or suggest any work around?

    Comment

     

    • Karthikeyan Sukumar

      There is no possibility to link attachments to a customer in Receivables > Billing > Customers > Manage Customers. Still attachments can be linked to the parties in the Customer Data Management Section, Parties, accessible only with special roles. 

      One of the roles which provide access to the Parties Center is Data Steward Manager.

      Thanks!

      Karthik