Ideas

Workflow action to add document to person record

Workflow action to add document to person record

CRM

With the addition of the documents tab on the person profile page, it would be great to have a workflow action that would allow us to add a document to a person profile that is not an attribute but a document. 

Photo of Austin Spooner Submitted by Austin Spooner, Veritas Church | Cedar Rapids  ·   ·  CRM
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