Attachments

Currently, you can add an attachment to Opportunities, Actions and Gifts, which is great. Not happy that the attachments don't flow between web and database view, but I can live with that. However, the Attachment tile in the main record, which I hoped would act as a repository of all attachments, is sort of useless. It would be great if it could serve as a place to summarize all the attachments in a record, regardless where they are stored (opportunity, gift, or an action), but also to add additional attachments that don't fit anywhere else. Thanks!

  • Guest
  • May 23 2024
  • Attach files