I need to know if a transaction, interaction, note, or task has an attachment when running a report.
Guest
Jul 31, 2025
I don't have any votes left but would like to state how important this is to our organization. For example, we attach letters of intent to constituent notes for planned gift notifications. It is necessary for us to be able to know which constituents we have received these documents from and who we haven't. We audit these records on an annual basis and as we collect more letters of intent, this task becomes cumbersome without a report that we can check to see if it exists in the database already.
I don't have any votes left but would like to state how important this is to our organization. For example, we attach letters of intent to constituent notes for planned gift notifications. It is necessary for us to be able to know which constituents we have received these documents from and who we haven't. We audit these records on an annual basis and as we collect more letters of intent, this task becomes cumbersome without a report that we can check to see if it exists in the database already.
Can we also add a column to reports with a link to that attachment? Thanks!