Add images to Actions?

Jarrell Dunson

Is there a way to add images to actions?

Austen Brown

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

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

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

Austen Brown

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

Colleen Jones

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

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

Faith Murray

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….?