Add Documentation to Interaction

Allow a user to upload a document to an interaction
  • Guest
  • Nov 9 2015
  • Reviewed: Voting Open
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  • Guest commented
    10 Aug, 2018 02:53pm

    It would be very helpful to have the ability to add documentation on interactions that are not related to contact reports on prospect plans. Constituent documentation is not always the best place for this as the same fields are not available that are on the interaction record.

  • +3