New Features for Stores

Customer Document Attachments

Stores need quick and thorough due diligence when they manage customer accounts. Storing customer documents within Paladin enables quick future reference and reduces the need for physical storage space.

• Attach documents to customer accounts
• Retrieve docs from Paladin’s Customers module
• Scan documents directly to the customer account
• Eliminate paper files
• Documents are safely stored in Paladin’s Cloud Storage solution.

This feature requires enablement in the Remote Access tab of File > Setup. To request training on these features or any other topic, in Paladin go to Help > Support > Submit a Help Request and choose the Request Training category.