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Adding a memo or document to a customer

Add notes and upload documents to a customer.

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Written by Gemma Langley
Updated today

Within the Access PaySuite DDCMS platform, there is a memo section within each customer where you can add notes and even upload documents if required.
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To do this, follow the steps below:

  1. Search for the customer within the CUSTOMERS tab.

  2. Enter key data in search fields such as Bank Reference or Surname. Click SEARCH.

  3. Click View Customer the eye icon.

  4. Click on the MEMOS tab.

  5. Select ADD MEMO.

  6. You can then add text within the box and format it as you need.

  7. If you need to add a document, click ADD MEMO DOCUMENT, select the Choose File button and select the file from your computer.

  8. Click SAVE.

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