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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
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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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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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Link Attachments and Gift Acknowledgments
In web view, when saving an attachment, have an option to link it as a gift acknowledgment.0
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Restrict security by media type (classic RE) / attachment tag (in NXT)
be able to restrict security access by user group to media by type (attachment by tag) in the same way that you can restrict security to notepad type.0
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Attachments in RE7 & NXT - not syncing?????
I've just learned that attachments added to NXT do not sync back to RE7. Why? It was my understanding that all information added to the database was visible in either RE7 or NXT - this is a problem0
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Add attachment to a note in the notes tab on a constituent record
Have the ability to add an attachment to a note in the notes tab on a constituent record, just as you can in the actions tab for an action.0