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possibility to add PDF in email marketing
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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
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Constituent Picture - Treat it like other attachments and/or make it possible to save/download
I can't right click to save the photo on a constituent record. If we find a duplicate constituent where the lesser record has a photo, it will be lost when the two are merged, and I can't copy the photo to add to the surviving record. I tried it o...0
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Saving PDF Receipting and thank you letters
An amazing and helpful idea would be for all generated PDFs for Gift Receipting and Donor Acknowledgment letters and any other mailer to be automatically saved as a copy on the constituent profile. FOr example, if I gave to a campaign, I would lik...0
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Allow RE Query to include NXT Attachments in Query of Media
Users need to know which records have Media (RE)/Attachments (NXT). Currently, is only possible to query and find all Media in RE. Any record with attachments in NXT only (not also in RE) does not pull into query results. This makes it nearly impo...1
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Attachments in NXT
It would be nice to be able to run a List in NXT regarding Attachments! Since the media tab in RE and the Attachment tile in NXT do NOT communicate, this feature will be useful. I don't know about you all but, this is where I like to store pledge ...0
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Be able to track and filer attachment tags
It would be useful to track these tags as there is no way to use the data imputed at this time making them irrelevant for users to add.1
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Add a list of titles of the attachments housed in NXT to the database as a reference
For those of us who must do most of our work in the database version, it would be nice to be able to verify an attachment added to NXT exists on a record from the database view, even if it's not accessible in that view.2
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reciprocate attachments between NXT and database view
I prefer to upload attachments for donors into their NXT records. Unfortunately, they do not show up in the database view. Even if there is not a link, the name of the document/date, etc. should populate to RE, so one can see that the upload is av...0
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Being able to upload bulk attachments
Would like the ability to bulk upload attachments on either an action or within a separate data point. Right now, can only add attachments individually.2