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Please make it possible in NXT to easily identify Media Attachments that only reside there
We understand that you are not planning to make media files attached via NXT available in DB view. However, if there was an option to create a list in NXT that would at least allow us to identify what media files have been added via NXT, DB Admins...0
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Attachments should be able to be uploaded for opportunities
When creating an opportunity, it would be helpful to be able to attach the written proposal that was submitted to the prospect.0 Already exists
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Link media from proposal record to main constituent view
In the database view, you can cross link media between the main constituent and a proposal record. In NXT, you must attach the media in both places if you want it to show up. It would be very useful to have a link between the two.4
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Adding media files/attachments to multiple constituents
Like many organisations in the UK and Europe, we have been contacting supporters to get their consent for the new GDPR rules. As a result we have a number of media files (emails and consent forms) which need to be added to many constituents. It wo...1
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Scan Documents directly into Attachments
It would be helpful if we could scan attachments directly into Attachments in NXT1
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Exp Mgmt - make expense attachments an option to appear in a column in AP Invoices
When viewing invoices in the AP module, we can't see that there is an attachment when a check request is entered in Expense Management. The column filter has an option for attachments to appear but it does not include expense attachments.0
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Edits made between Media and NXT Attachments need to translate to each other.
If you need to update information on attachments or media tab, you have to manually go into both views and make the updates. This is a ridiculous amount of manual work and there needs to be a solution in place for this.1
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Add Letter Attached to Action in RE7 into NXT
These individualized letters created using a letter code in RE7 were stored for a reason and are completely inaccessible from NXT. Fundraisers cannot view prior correspondence with their prospect/donor.0
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Query/List for Attachment Tags
Would love to be able to pull data on tags for attachments so we can streamline our tagging. This is possible in RE7 by 'Type,' but not in NXT and any attachments uploaded to NXT do not flow through to database view.0
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Ability to add media / attachments at Volunteer level
We require to store media/attachments containing sensitive personal details for Volunteers, but presently can only save that at the Constituent record level, which opens these up to other non-Volunteer Admin users. The current security features do...0