Attach Documents to Transactions/Contacts
complete
K
Kelly Coladarci
The ability to attach documents such as approval letters to a transaction/contact so the information is together when searched for later.
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Elaine Makikalli
complete
This feature is complete! 🎉 The ability to attach documents to a contact is now available for Givebutter Plus users.
Easily collect and store essential documents like liability waivers, sponsorship forms, branding assets, and participant content, all within your dashboard ensuring you have the information you need at your fingertips.
Features:
- Upload files in your dashboard directly to contacts
- We accept over a dozen file types, including doc, docx, pptx, csv, excel, pdf, and images!
For full instructions, check out this Help Center article: https://help.givebutter.com/en/articles/9869185-how-to-upload-files-to-a-contact-profile
✨ On September 25, 2024, we introduced Givebutter Plus, starting at just $29/month, offering enhanced tools and features. Enroll in our 30-day FREE trial to discover how this can boost your fundraising potential: https://givebutter.com/signup/plus-trial
Elaine Makikalli
planned
Exciting update! This, along with many other highly requested features, is in our pipeline!
🎉
Be the first to see them in action at our Givebutter launch event: The Spread.
Discover a powerful new suite of tools designed to help your nonprofit unlock its full fundraising potential.
Register here: https://givebutter.com/the-spread