Globally add an Attachment to Actions

Would like to be able to include an attachment when globally adding an Action like a Stewardship/Impact report. We just did this type of mailing & I did a Global Action onto all 81 recipients of the impact report.  But, it would be even better if the pdf document we mailed could have been globally added too. As a workaround, I add the pdf to one record & referenced it the Action note so that users would know that they could view the report by visiting the referenced constituent's Action.

  • Guest
  • Jul 18 2018
  • Attach files