Show attachment filename as a column in action lists

I'd love to see the Filename of any Attachments in a column of a List.  Otherwise, when trying to be sure that everything gets scanned & filed, I have to open each record and look.  At the very least, the paperclip icon to indicate that there is an Attachment.

On a related note, I'd love an update on what RE:7 Action Fields are not going to move over to NXT eventually.  Because if I have to move data, I'd rather do that now, update my process, and start using whatever new system I need to use.  In particular, I'm looking for the Letter and Document Name fields (for a Mailing Action).

  • Jen Claudy
  • May 27 2016
  • Reviewed: Voting Open
Lists
  • Attach files
  • Guest commented
    January 27, 2017 12:17

    It would be essential to see Attachment names or if there is any attachments in Action lists. When merging constituents in RE7 we need to see if there are any attachments added on NXT to records, and that would be the only way if there are more than 20 actions.

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