Add ability to add attachments to actions created via Blackbaud for Outlook

Blackbaud for Outlook connector does not allow for attachments to be included in the action automatically generated. Prior ideas have been submitted to request this feature but it has not been implemented. At a minimum, please add the ability to edit the action created in NXT and add the attachment there. It is inefficient to have to separate the email and the attachment by having one as an action and the other manually uploaded to the attachment sections, or to have to create an action manually and add all the information.

  • Jenn Lancaster
  • Jun 19 2026
  • Reviewed: Voting Open
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  • Jennie Henderson commented
    16 Sep 02:33

    Also - we need to be able add Custom Fields to Actions through Outlook and when editing existing Actions.

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  • Jennie Henderson commented
    16 Sep 02:32

    I STRONGLY agree with this request. I've just had to talk one of my fundraisers through adding an attachment to a record. She couldn't add it to the Action created through her Outlook plug-in, and so had to waste time double-handling the record and add a subject line 'see attachment dated ***' and attach the document in the separate tile. It just doesn't make sense.

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