Have attachments in NXT web view show up in database view

If fundraisers on a team are saving conversations, contracts, and documents into the media folder in NXT, it doesn't make sense that it doesn't show up in its cross-referenced folder in database view. This is confusing for our team and should be addresses to create a streamlined approach to attachments/media in both views. 

  • Guest
  • Jul 13 2018
Gifts
  • Attach files
  • Ian Ostmeyer commented
    December 09, 2020 18:03

    I've been told this was how NXT works as a user in the DB and has something to do with permissions like not having write permission? But I completely support this. It doesn't make sense to have the feature without it being omni-directional in the updating.

    Attachments Open full size
  • Gwen Williams commented
    December 09, 2020 17:54

    I completely agree and do not understand why this functionality only goes one way. Please enable attachments to be viewed in either view. Everything added in database view is available in NXT but not vice versa. This is crazy and it is causing more work now because those of us that primarily use database view have to go to 2 places to look for attachments to records or opportunities. Not very efficient!

    Attachments Open full size

Related ideas