Allow document attachments to be | Ideas for Blackbaud CRM and BBIS

Allow document attachments to be imported through an import process

Through an import process, provide a means to import attachments for constituents.

Guest
Jun 29 2015
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Blackbaud CRM / Import

Comments (3)
Votes (28)

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Lisa McLarty commented

April 21, 2020 16:50

We also need the ability to add NOTES in batch import to constituents.

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Wendy Peek commented

February 04, 2020 10:17

In addition to being able to load notes it should also be possible to mark them as notifications for the constituent when required.

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Guest commented

October 27, 2015 18:33

also allowing notes to be added to the documentation tab of a constituent.

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+8