Ability to add files to Customer in CRM
Have the ability to upload a pdf or image file into a customer in CRM. Credit card auth, account forms, anything of importance - like a real CRM
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Have the ability to upload a pdf or image file into a customer in CRM. Credit card auth, account forms, anything of importance - like a real CRM
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Hi Dion,
Google Drive can be linked to Cin7.
It can be added to the CRM, Sales or Purchase Order modules. If you request it you'll see a link near the ‘Contact Activity Details’ in the top section. Just raise a ticket with Cin7 and they'll add this in for you. You can't store credit card details anywhere in Cin7 though just FYI by the way. Hope that helps!
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