Hi all
We have recently updated to V14.1 and as such can no longer add documents to a constituent record in the research tab although we can still see them. Can anyone tell me where we now need to save documents to? I have a feeling it was in Plans but I can't find any documentation.
Thanks
Nicola
Hi Nicola - yes it is Plan Steps, the info is in Whats New in v14 document under Miscellaneous v14 Changes
Thanks Michele, we don;t use Plans at all at the moment, could you tell me where about in Plans we need to save them?
I edited my comment when I found it in the doc.
Many thanks,I'll take a look, we skipped straight to V14.1 from 12.5.1 so didn't pick up on this
We are in the process of going from 12.5.1 to 14.1 as well, so I'm poring over both the 14 & 14.1 What's New docs now.