Add Files and Notes in Account 360
You can now add notes and files from the account 360 section.
Note: This feature is now available for AMS 360 & NowCerts users too.
To add files from account 360:
- Add the attachment and click on upload.
To add a new folder:
Click on new folder.
- Add folder name and click on save.
To add notes from account 360:
Navigate to accounts
Click on an account name to view the account 360 section
Click on notes
Click on add note