How do I attach notes and files to records?

Here is a guide on how to add notes or other comments as an attachment to records.

Oftentimes, it will suffice just to add a note at the bottom of a record in the Notes section (most records have this).

However, sometimes you may want to attach files or other notes that cannot be simply typed into a notes section.

Note: Both of the actions below can be done even if you are not in Edit mode.

Attach Files

To do add or view existing attachments, near the top of the record, click Attachment Files.

Note: You will find this in Inventory Management, Sales Order Management, Purchase Order Management, and so on - pretty much any management screen you can get to in ERP.

Currently, there are none. Click Add Files.

Click the grey box to locate the file you wish to attach or drag a file directly into the grey box. Enter a Description if you'd like. Click Upload.

Now, you will see your file with the date, record information (in this example, I added a customer picture for customer ArthurMorgan), description, and the user that executed the upload. To download existing files, select the file and click Download.

Tracking Notes

If you have notes to add to a record and you believe you will be adding multiple notes over a period of time, using the Tracking Notes is preferable to the regular Notes field. On a record, click Tracking Notes.

Note: This is available on Order, Invoice, and Bill records but not on Customer or Vendor records.

Enter your note and click Save.

Now, you will see the note in the left-hand section where you can view the date, the note, the person who created it, and the person who last updated it. Click OK to exit back to the record management screen.

This feature can be especially helpful on consignment orders where items may be sent back piecemeal, and you want to add a note for each partial return and view them all in one place.