Add an upload option to the Notes section
The notes section is helpful but it would be more helpful if there was a way to upload documents relevant to the note (ie emails, pdf files, etc.)
Ashley Langston
shared this idea
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Kayla Black
commented
We've got around this by creating a new activity that we use called "Internal Notes" instead of the built in note section, because the built in Notes also can't easily be pulled by reports or in listviews, while the Activity we create can.
But agreed this is a real weakness.
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Amanda Ryan
commented
I agree with the previous poster; it helps to create a complete file for the grant and assists in follow-up audits. Likewise, it would be beneficial if the Administrator could upload an attachment too
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Kishawn Leuthauser
commented
We use Notes to communicate with our grantees often. Having the ability for our Grantees to upload an attachment to a Note would be a huge improvement and time saver for us.