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Status Not Prioritized
Categories Profile
Created by Guest
Created on Jul 10, 2023

Attach files to a constituent profile

Upload a file attachment to a constituent without linking it to a transaction, interaction, or timeline note.

  • Attach files
  • Guest
    Reply
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    Feb 24, 2025

    This would be really helpful for organization logos! My team is currently uploading them as notes in the timeline, but they tend to get lost when we need to find them quickly.

  • Guest
    Reply
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    Jan 14, 2025

    Custom Fields would be a great place to allow non-timeline related attachments for constituents.