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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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Adding attachment in online view automatically update in database view
Its quicker to add attachment in web view but they do not show up in database view which is frustrating.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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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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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 "add an attachment" option to an existing note created in database view
Currently, if you have created an action in database view and then go to edit that action in web base view, you do not have the option to add an attachment there. This would be extremely beneficial.0
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Global delete for media files
Global delete for media files would be very helpful. We are having to remove these files b/c of sensitive information kept there and instead of deleting constituents I wanted to delete just the sensitive information.0
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Re-sync media types between DB view and NXT view.
Please re-sync media types between DB view and NXT view if a change is made to the media type in DB view. At present it does not update between the two views to reflect any changes made in DB view. So if someone accidently chooses the wrong media ...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...0
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The ability to add an attachment to a completed Action in NXT.
If someone else created an Action in NXT, then I have an attachment that pertains to that action, it would be nice to have all that detail together. Right now, I have to just add it to the Attachment section located away from the Actions section.0