BlueRockTEL allows you to attach as many documents as you need to the customer. Common uses of this feature? The order form signed by the customer, or his bank details… However, you are not limited to PDF documents : BlueRockTEL accepts other types of files and images as well.

A powerful feature many people don’t know about: as you add documents within the web interface, they are also automatically stored in your FTP space, within a tree structure based on your customers accounts. This allows you to easily configure an automatic synchronisation on a local server.

Already a customer and you want to learn more about this topic? Or you want to learn more about BlueRockTEL? Call us on +353 19081023.

Categories: BlueRockTELCRM

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