Managing Customer Files

CloudOnex Business Suite allows you to manage and store files associated with your customers. This feature helps you maintain important customer documents, attachments, and other files in an organized manner.

Overview

The Files feature enables you to:

• Upload files directly to customer profiles
• View uploaded files associated with customers
• Organize customer-related documents
• Share files with customers through the customer portal

Accessing Customer Files

1. Navigate to Customers in the main menu
2. Click on the customer's name to open their profile
3. Look for the Files section or tab in the customer profile

Uploading Files

To upload a file to a customer's profile:

1. Open the customer's profile
2. Navigate to the Files section
3. Click the Upload File or similar button
4. Select the file from your computer
5. The file will be uploaded and associated with the customer's profile

File Management

Viewing Files

• All uploaded files appear in a list view
• You can see details such as:
  • File name
  • Upload date
  • File size
  • File type