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
Hello Nicola,
You can also store documents against a resource booking on an order too.
We do that so that our visitor facing teams can store scanned Gift Aid declarations on an order without having to give them access to plans.
Grae