Customization – Linking Check Images to Payment Records in Vtiger
We recently had a client come to us asking for a way to link scanned check images for invoices to Vtiger. Our Vtiger developers were able to come up with a way to provide this customization for this client, and we hope to see other clients benefit from this customization as well.
With this customization, an option is available to upload a check image to a payment record within Vtiger. Once the user uploads the scanned document to their local PC, they can then click on the Choose File button to initiate the upload. The check image will be linked and shown as a document on the payment record.
Do you think your business could benefit from this customization? Contact us at any time for more Vtiger support.