Add a list of titles of the attachments housed in NXT to the database as a reference

For those of us who must do most of our work in the database version, it would be nice to be able to verify an attachment added to NXT exists on a record from the database view, even if it's not accessible in that view.  

  • Guest
  • Nov 1 2016
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  • Jen Claudy commented
    December 14, 2016 16:26

    Better yet...can NXT add an Attribute to a record whenever an Attachment is present in NXT?  Customizable settings would be great, as I would prefer not to have more Attributes on Constituent Records, but for Gift and Action Records in particular, it would be great.  I can set up a system for Actions now, by just adding the Attribute myself when I add the Attachment, but for Gifts, you can't yet add an Attribute via NXT.  So when I'm filing Gift paperwork, I have to open the Gift Record to see if the Attachment is already there.  Then to be able to use that Attribute as a List Filter would make my life so much easier!

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  • Jen Claudy commented
    November 01, 2016 14:13

    Not sure if this is possible, or how it would work (where that list would be), but this would be helpful.  Perhaps a Constituent Note that just lists the Attachments, where you could then add a Business Rule as a visible alert when needed.

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