Does RE NXT save letters in the records?

Cheena DeAraujoDesir

I'm just wondering if this is an option for RE NXT. Is it possible to save documents in a constituents record? (i.e. tax receipts, acknowledgements, form letters)



 

Karen Stuhlfeier

Yes, there is an attachments part of the record that is like the media tab. It's great - you can just drag and drop documents into it. These documents will not show up in the RE view - but that's ok with us - we just know to look for them in the NXT view.

 

 

Jen Claudy

NXT has Attachment Tiles on Constituent Records, Action Records, and Gift Records.  And I think Proposal Records (Opportunities).  I believe there will also be the ability to save Attachments for Event Records (as in RE:7 with a Media Tab), and Appeal Records.