attaching files
We have a donor who just made 33 grants from their DAF, not using the portal. In cases like this where the portal isn't used, we send them an email confirmation of the grant(s) they recommended and then attach a pdf of that email to the grants in case our auditors want to see the grant recommendation confirmation.
We also receive donations from donors who want the payment to be split over multiple funds, so the same issue arises on that side as well of attaching the same documentation to multiple records.
It would be great if there was a way to do a “mass attach” at one time rather than doing the step 33 separate times.
Michael Elfenbaum
shared this idea
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Jacob Schreiber
commented
Csuite is designed eliminate out unnecessary person-hours. This seems like it fits the mission.