The ability to add an attachment to a | Ideas for Raiser's Edge NXT

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.

Guest
Sep 19 2019
Reviewed: Voting Open

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+66

74 Vote

You should be able to add an attachment to an action when you are editing the action Merged

If I have an existing action, I can add an attachment if I "open" the action, but if I choose the option to "edit" the action it doesn't allow me to add an attachment. It just seemed logical to me that I would have to edit the action to add an att...

Created 24 Aug 18:19 by Chris Wright

Actions / Attachments

6 Reviewed: Voting Open
81 Vote

Allow access to all attachments (on Proposals, Actions, Constituent, etc.) in one place on the NXT constituent record. Merged

Currently it is quite time consuming to determine where someone may have added an important attachment in NXT. They may have added it as an attachment to an Action - other uses need to look through many actions (one at a time), They may have added...

Created 11 Jun 16:28 by Drew Matthews

Attachments / Constituents

5 Reviewed: Voting Open
11 Vote

See and Edit action attachments from Database in NXT Merged

Part of our acknowledgement process is to generate the acknowledgement letter in database view and attach that document to an action. It would be great if our NXT users could open and edit that document from the action in NXT, particularly if the ...

Created 11 Aug 18:56 by Kathy Ballew

Actions / Attachments

1 Reviewed: Voting Open
9 Vote

Add Access to Attachments and Custom Fields on the NXT "Edit action" Form Merged

They are available on the "Add action" form and available in the Action details view, but it would be considerably more efficient and convenient and logical to have them accessible on the "Edit action" form.

Created 13 Dec 15:04 by Evan Greene

Attachments / Constituent record

1 Reviewed: Voting Open
10 Vote

Ability to Add an Attachment by Editing an Action Merged

When adding a new Action, one can add Attachments. However, if return to a previously saved Action (whether or not completed) the Attachments section does not appear and no way to add one. From RE Support chat: Roy - Blackbaud Support: Thank you f...

Created 10 Jan 22:11 by Guest

Attachments

1 Reviewed: Voting Open