About This Walkthrough

This walkthrough will take you through the following scenarios:

• Finding a customer record
• Adding a pdf document
• Viewing the saved document    

Roles

• Coordinator (Nicole)

Story

Nicole has received a pdf document with the customers new address details and would like to store this agaisnt the record as proof of the address change. 

Find the customer

1. From the home page, choose Sales and 
2. Click on the Customers tab
3. Using the search window enter 'Star Coffee' into the Company search field and click Search. The 'Star Coffee Ltd' customer record is displayed

Add a document

1. Click on the Documents tab
2. Click Add Document
3. The standard windows file dialog window is displayed.

   

4. Using the file dialog pick the pdf file to add to the customer. In this we are going to pick 'Star Coffee - New Address.pdf' and click Open
5. You are prompted to enter a description for the document. In this case you might enter 'Customer requested an address change'.
6. Click Save
7. The document is uploaded to the server and store against the customer

 View the saved document

1. Either double click the entry in the documents grid or
2. Click View document on the menu bar