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New Deceased Constituent Options in Web View - attachments

Elaine Tucker

Per release notes from today - My question - will the attached file from Web view appear in database view?

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Kathryn Hall

In web view, we recently released options for how to handle deceased constituents to all Raiser’s Edge NXT customers. These options were carefully selected after consulting with existing customers to learn which options and rules they commonly set in database view.

How do the new options work?
From a constituent’s record, after you select Mark as, Deceased, you can now:

Attach a file, such as a PDF of their obituary 
Update how you communicate with their spouse, and (if necessary) change the spouse to a constituent.

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Comments

Alex Bishop-Thorpe

Based on some testing today, it appears that no, they don't. This is similar to how other attachments in RE NXT work.

Attachments in Database View appear in NXT, but those attached in NXT dont appear in database view.