Track documents and events for a customer

Each customer keeps its own history. Use Documents to attach files and Events to log what happened, so anyone opening the customer sees the full picture.

Attach a document

1. Open the customer in Addresses (the customer must already be saved).
2. Find the Documents section.
3. Click Create new, upload or describe the document, and Save.

Use this for contracts, signed order forms, correspondence, or any file that belongs with the account.

Log an event

1. On the same customer page, find the Events section.
2. Click Create new.
3. Record what happened — a call, a meeting, or an appointment — and Save.

Events build a running timeline for the customer, so you can see past contact and upcoming appointments at a glance.

Related history on the same page

Further down the customer page you'll also find read-only sections such as Invoices and Correspondence, which fill in automatically as you work with the customer.

Related: Create a customer, Add contacts to a customer.