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CCP - Dispatching - How to add an attachment against a customer account
CCP - Dispatching - How to add an attachment against a customer account

This guide explains how to add an attachment against a customer account, this can be useful for storing information or data

Chelsea Kelly avatar
Written by Chelsea Kelly
Updated over a week ago

1. Admin Centre

From the main admin centre, head into the customer section where you will have the ability to search for a customer

2. Customer page

Now you are in the customer section, you can search for a customer via the search bar. There is also a filter option if you're unsure of the customer name. Things such as order ID, email and external ID can be searched via this section

3. Adding an attachment

Once you are in the customer, head down to the bottom of the page and you will see an option to add attachment

Press this button

4. Applying the correct file

Now that the add attachment option has been clicked, a window will appear where you will have the option choose a file and also add a note

The reason you may want to add a note is so that it is visible to others what the attachment is and why it was added

5. Viewing the file

Once you have chosen the file and applied this, you will then see the attachment appear below. From here, you can download, edit or remove.

It is worth noting that you can also add the attachment when clicking onto the order directly

This is mainly used for when products are returned to take a picture of item condition

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