Accessing attached files and notes on profiles from any designation
It would be nice to be able to see any attached file for a profile record from any of the designation fields without having to change tabs. My suggestion is that the file tab has a drop down by designation so that when you are looking at a profile marked as a donor you see donor related files first, but have the option to see other related files if that donor is also a fund advisor, grantee, etc. without needing to change designations. I don't like knowing that I uploaded a file but then seeing "0" under files because I am in a different tab and then I have to hunt for where the file is.
Nathan Smith
shared this idea
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