Add Attachments to Gift from Home > Add gift dialog

Would simplify gift entry if you could add attachments when initially creating the gift record when using the Home > Add gift dialog. Right now you have to first create the record then open said record where you then can add attachments. This creates unnecessary steps in the process. There are programmatic ways around the dilemma of adding an attachment to a record that has not yet been created if that was the reasoning for not including this.

  • Guest
  • Apr 3 2019
  • Attach files
  • Brenda Gutierrez commented
    May 31, 2023 02:28

    It would save so much time if we could upload attachments to gift records during gift entry! Especially during our busy season when there are dozens and dozens of gifts to enter at once.