How to add attachments (products, customers, vendors, orders)
You can add attachments to much of the data held in inFlow Cloud. For instance, if you wanted to attach a warranty to a particular order or certificates or tax breaks to a customer record.
Please note this feature is only available on inFlow Cloud for Windows.
Windows
Adding attachments in a record
- Open the record you want to add an attachment for.
- Click Attachment in the top toolbar.
- Click Add New in the resulting window.
- Choose the file you want to attach and then click Open.
- Click Save in the attachment window and again in the top toolbar.
To re-open the attachment
- Navigate to the order, product, or record that you wish to address.
- Click Attachment in the top toolbar.
- Click the name of the file you wish to open.
0 Comments