I have multiple documents that needs to be attached to multiple customers. Is there a way to add in bulk to all required customers or is the only way to go to each customer record individually and add the document attachment?
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Hi
Can you please try below option ?
- Open the document revision page and select the document that you need to attach to multiple customers.
- Open Objects tab and click new.
- Then select “Customer Info” from the Object list and select the customers to whom you need the document to be attached. Click ok and save.
- Now the document is attached to the selected customers.
Hope this information helps.
Best Regards,
Thilini
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