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