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
  • Reviewed: Voting Open
Blackbaud CRM / Import
  • Attach files
  • Guest commented
    October 16, 2025 21:32

    This appears to be similar to https://bbcrm.ideas.aha.io/ideas/CRM-I-566. Both ideas are about importing documentation/attachments for constituents.

    Attachments Open full size
  • Lisa McLarty commented
    April 21, 2020 16:50

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

    Attachments Open full size
  • 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.

    Attachments Open full size
  • Guest commented
    October 27, 2015 18:33

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

    Attachments Open full size
  • +8

Related ideas