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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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Would love to be able to run a query on Tags used in the Attachments section
After discussions with your team, we came to the conclusion that there is no way to create a query for Tags used in the Attachments section. For example, I created the tag "Profile" for any brief I created and uploaded to an RE account but I am un...1
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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
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Add Syncing ability for information from NXT to RE - Notes, Attachments..specifically
in an effort to clean up databases, a database manager lives in the database view. It's very time consuming with we have to continuously switch back and forth to check or copy and paste any notes and attachments from NXT to the database view.0
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Allow upload of attachments via web form
It would be great to allow constituents to add attachments to their records via a web form. For example, our volunteers all fill out a volunteer agreement and sometimes other forms. We would love it if they could use a web form to upload these doc...0
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Enable update from Database view to NXT when editing media file names
When editing Types of media in Database view it would e really helpful to bring these tag changes through to NXT view. When wanting to run a query on media we have to use database!!0
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Add a button to an Attachment with the option to Make Profile Picture
We have done a massive import of profile pictures from our old database as Attachments. It'd be great if we could hit the "..." on the attachment to select something like Make Profile Picture. Instead, we have to individually upload each image aga...0
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Bring back the drop down menu view to the attachment tag field
NXT has recently (late Feb 2020) changed the functionality of the Attachment Tag field to require users to start manually typing in a tag name before any value options will show up in the field box. Value options populated are also dependent on th...0