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Enable attachments to be added to database view when inserted in web view.
As a admin, I spend almost 95% of my time in database view. I do not want to waste my time having to check web view for attachments that were inserted in web view by other users.2
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Attachment fields to be added as filters in RE NXT Lists
Since Attachments added in Web View are not visible in the Database View, they are not able to be queried. Adding Attachment fields to be used as filters in Lists would allow us to be able to "query" or filter based on Attachments.2
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Filtering on attachment tags
Please add the capability to filter on attachment tags. Sometimes it would be great to know which attachments are reports, or prospect profiles or stewardship plans. Our fundraisers need to be able to create a running list of all attachments that ...1
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Add the ability to filter on attachments
Currently, there is no way to filter on attachments. For example, I cannot pull a list of all constituents who have had a document added in the past week, so we are unable to check that new staff are uploading documents in the correct place with t...0
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Allow for adding an attachment to an Opportunity while adding it
When creating a new Opportunity, there is no provision for adding attachments at the same time. One has to create the Opportunity, and then go back and OPEN the Opportunity in full detail in order to add attachments. Neither can attachments be add...2 Reviewed: Voting Open
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Add attachment file to emails.
Add the ability to include an attachment file to an email.0
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Filtering for records with Attachments in web view
Currently there's no way of filtering for records with Attachments in the web view like you can for Media in the database view.2
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Possible way to add attachment to numerous action records at a time
I find myself often importing large lists of email communications that are sent and all include some form of an attachment, I usually do not log into NXT and attach the doc in EACH action but have thought it would be nice if there was a way to cor...0
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Exporting Media
It would be helpful especially with the recent data breach to be able to export media in a large group instead of having to go into the record individually.0
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Generate a List for Certain Attachments
I think it would be very beneficial when you have attachments with certain tags you created in the webview, to pull a list of those tags and their respective attachments in the webview. It kinda defeats the purpose of tagging attachments, if you c...0