Why did someone think it was a good idea to disable document uploads in the Research tab? If it was, in fact, removed because of the Windows Operating System, why are we still able to attach documents in Plans? The operating system doesn't change from tab to tab. Having research documents in two different places on a constituent's record is cumbersome and not very efficient. This needs to change back.
Beginning with v14 the Research Documents screen was changed to Read Only. Existing documents can be downloaded, but no new documents can be added to this area of the application. The technology used for this original screen worked well with the Windows infrastructure at the time this was originally created in the application. The technology used to manage file attachments on this screen can be problematic with certain file types as the Windows Operating System technology has changed, make documents become inaccessible. We have implemented new, more reliable technology to attach documents to Plan Steps and Bookings. When we implemented this option, it has always been our intention to use the same technology when we revamp the Constituent screens in the application, which is slated for Tessitura v16.
It is recommended to use Plan Steps to attach general documents to a constituent record. A migration utility will be provided when we implement the new Documents screen. Steps on how to attach a new file using Plan Steps can be found in the help system: www.tessituranetwork.com/.../Documents.htm
The original naming of the version was listed as v15, with the Analytics release happening between v14.0 and the Constituent revamp. Early stages of the Analytics release had been numbered 14.5 and it was changed to v15 since it was going to be a big release and not just a point release of the software, therefore bumping the Constituent work to v16 numbering.
Karen