Ideas

Workflow action to add document to person record

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Workflow action to add document to person record

12.0 CRM Complete

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 SpoonerSubmitted by Austin Spooner, Veritas Church | Cedar Rapids  ·   ·  CRM
Complete
Planned Version 12.0
Ministry Strength 1 / 5
Feature Size Medium
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