Save Documents/Notes to Customers and Haulers

12 votes

Add in the ability to save notes and documents to Customers and Haulers in the same way you can save them to Orders

Planned Web Portal Suggested by: Moderator (07 May, '20) • Upvoted: 20 Jan • Comments: 6

Comments: 6
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07 Aug, '25
Luc Juneau System
Highlighted comment

"Add ability to attach documents to customers" (suggested by <Hidden> on 2025-04-24), including upvotes (1) and comments (0), was merged into this suggestion.
13 Mar, '24
Bob
In addition to adding Notes to Customers and Haulers, please make this available to update via the API!
24 Apr, '25
Madison Cole Merged
Add the ability to attach credit apps, tax exemptions and other relevant customer docs directly to the customer
06 Aug, '25
Luc Juneau System
"Add Additional Notes to Haulers (like the Customer)" (suggested by <Hidden> on 2021-02-04), including upvotes (2) and comments (0), was merged into this suggestion.
07 Aug, '25
Luc Juneau System
"Save a ticket note to a Customer on the Ticketing App" (suggested by <Hidden> on 2019-11-12), including upvotes (1) and comments (0), was merged into this suggestion.
16 Apr
Luc Juneau Admin
We are adding documents to customers and haulers. No notes at this time, but any notes could be stored in a word document and then uploaded to the documents interface.