Being able to upload bulk attachments

Would like the ability to bulk upload attachments on either an action or within a separate data point. Right now, can only add attachments individually.

  • Tanika Harris
  • Jan 15 2021
  • Reviewed: Voting Open
  • Attach files
  • Bart Hale commented
    29 Sep 14:19

    Agree that this is important and time saving - my team currently uploads every Acknowledgement Letter as an attachment on constituent records, which is hundreds of individual manual work. Do other teams/offices upload all gift Ack Letters onto records??

  • Guest commented
    March 01, 2023 18:32

    Yes, this would be very helpful as we frequently have the same documents to upload to multiple constituents, especially following an event.

  • Heather McGowan commented
    November 02, 2022 14:06

    Totally agree - it would be great to be able to add PDF files when we are doing an action import for multiple (sometimes hundreds) of constituents.