Skip to Main Content
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
    |
    Jan 14, 2025

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