Add File as Custom Field for Customer

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4 年 前
Hello,

We have customers that are wholesale customers. In order for us to not charge them sales tax, we need to have their tax exemption license on file. Right now, we have these emailed to us and are stored locally.

It would be nice to have a custom field for our customers that allow a file to be uploaded and/or updated.

Thanks!
Kevin
3 年 前
kevlingo wrote:
Hello,

We have customers that are wholesale customers. In order for us to not charge them sales tax, we need to have their tax exemption license on file. Right now, we have these emailed to us and are stored locally.

It would be nice to have a custom field for our customers that allow a file to be uploaded and/or updated.

Thanks!
Kevin


We have a similar need, and would actually love it if we could more easily facilitate our customer's documents without requiring so much effort from them.

I'd just suggest that it be driven based on ACL permissions. We wouldn't want just any registered customer to be able to upload files, only those we have already authorized and set to a particular customer role.
This topic was automatically closed 365 days after the last reply. New replies are no longer allowed.