Upload a file attachment to a constituent without linking it to a transaction, interaction, or timeline note.
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.
Custom Fields would be a great place to allow non-timeline related attachments for constituents.
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.
Custom Fields would be a great place to allow non-timeline related attachments for constituents.