Attach file when adding Donation
When creating a donation, I would love to have the option to drag my attachment directly into that page before having to process the donation.
I currently have to process the donation, then go into attach file and pull in my attachment there, and to finish up with posting it. It would simplify things for my workflow to just be able to drag my attachment into the screen where I'm creating a new donation. (We attach a copy of the check for all donations)
Patty Dane
shared this idea
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Marsha Strauss
commented
Would be great if we could have an attachment option in a donation entry like you have set for a voucher entry. Our practice is to scan the donation check to the record. Would be great to do right there instead of after the entry and clicking attach file on the left. Could clean that left side up some too.