Fundraiser Performance Management Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Adding files to more than 1 record when adding a file

When adding documents to a record, it would be helpful to add that same document to more than one record at a time. As in the case with husband /wife or an individual/corporation, parent/child, etc. Sometimes a single document relates to several entities.

  • Guest
  • Jun 25 2024
Other
  • Attach files

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