Organization of attached files
It would be great if we could have a way to organize the files attached to a fund or profile... some type of folder feature?
Anonymous
shared this idea
4 comments
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Anonymous
commented
We have been asking for this as well. The fund and profile folders in FIMS made it very easy to access information, especially if you are on the phone with a fund holder.
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Sherri Rush
commented
YES! We currently use these four folders in our fund e-files that we'd like to upload to the funds in Csuite: Distributions, Documentation, Gifts, Miscellaneous. If we could have the ability to create folders like these and then sort by date within the folders (or even create sub-folders), it would be wonderful! Thanks!
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Joel Schwartz
commented
Any type of organization would help. The files are shown in most recently added order. Although subfolders aren't supported (but obviously would be great if they could), it would be nice if any kind of sort was available, or if they could simply be sorted in alphabetical order, either by name or description. That way we could have a naming scheme and create some organization to the listed files.
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Anonymous
commented
I agree--it would be helpful if all of the attachments were on the fund's main screen instead of being scattered among vouchers, checks, deposits, etc.