Add images to Actions?

Options
Jarrell Dunson 2
Jarrell Dunson 2
Fourth Anniversary 10 Comments
in Blackbaud Raiser's Edge NXT®: General Discussion

Is there a way to add images to actions?

Tagged:

Comments

  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary 2,500 Likes 1000 Comments Photogenic

    Hi @Jarrell Dunson - If you want to include the image within the Action Note, that's a bit tricky; I don't know of a way to get the image to consistently load when viewing the Note. However, if you have NXT, you can add an Attachment to an Action. This could be how to record the image that is associated.

  • Bobby Steurer
    Bobby Steurer
    Sixth Anniversary 500 Likes 100 Comments Photogenic

    Seconding @Austen Brown re: adding images in NXT's Action Attachments. We do this often for long/important email threads leadership or major gift officers engage in with donors. It's a total QOL improvement, for sure.

  • Jarrell Dunson 2
    Jarrell Dunson 2
    Fourth Anniversary 10 Comments

    So, can you add NXT Action Attachments globally? Similar to a global add, in DB View?

  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary 2,500 Likes 1000 Comments Photogenic

    Unfortunately, no. You would need to add each NXT Action Attachments one-by-one.

  • Colleen Jones
    Colleen Jones
    Ancient Membership 10 Comments Photogenic Name Dropper
    Are you able to then see that image in the action on the back end side of Raiser's Edge or are you only able to see it in NXT? That is what we are having trouble with when adding an attachment to an action in NXT we cannot see it then in database view.
  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary 2,500 Likes 1000 Comments Photogenic

    Hi @Colleen Jones - Web View attachments do not show up in Database View. Check out this KB Article for more information:

  • Faith Murray
    Faith Murray
    Ninth Anniversary 2,500 Likes 1000 Comments Photogenic

    For reasons I've posted elsewhere (inability to back up data, inability to perform queries or exports, etc.), we do not use webview attachments unless there is no alternative available in db view. I have never pasted images into action Notes, but I have done so with Constituent Notes, and it works just fine.

    If you use webview attachments, make sure the image is not one you critically need, like a bequest contract. Restrict it to convenience items, like donor profile pictures. Blackbaud's outlook on webview attachments is, “Well, ideally you should be retaining hard copies of all data anyway, so if you lose attachments during a major back-up you can just re-load it all over again from your hard copies.” Uh….?

Categories