In this feature demo roundtable, we highlight key takeaways from Novi AMS’s latest feature demo on File Uploads. This new custom field type promises to streamline file management for both admins and members by enabling file uploads directly to records, event registrations, and e-commerce purchases.
Overview of the Feature
Users can now store files associated with contact records in their database. Here's what you need to know:
Configuration: Set up file uploads as a new custom field type, complete with familiar custom field settings.
Versatility: Use the feature on the backend (admin use) or the frontend (member access) for:
Member profiles
Event registrations
Ecommerce purchases
Multi-functional: Admins can access files via member records, event details, or product details.
Key Highlights from the Demo
Custom Field Setup:
Navigate to Fields > Custom Fields in the admin sidebar to create a new field.
Choose between single or multiple file uploads, with a default maximum of 10 files (adjustable to 25).
Limitations include a maximum file size of 20MB per file and restricted to acceptable file types
Security Features:
Files are accessible only to:
Admins
The uploader
Persons with management access to a company's records, if applicable
Secure URLs ensure restricted file access based on permissions.
Member Record Integration:
A new Files Tab consolidates all files associated with a member, including those linked to events and ecommerce.
Frontend User Experience:
Members can upload files to their profiles, event registrations, or ecommerce transactions.
Admins can retain control with settings to limit file changes after initial upload.
Event and E-Commerce Use Cases:
Custom fields can be added to tickets, event add-ons, and products.
Files related to purchases or registrations are logged in corresponding records for easy access.
Best Practices Shared
Set Realistic Limits: Consider the purpose of the file field to determine appropriate upload limits (e.g., single vs. multiple uploads).
Educate Users: Add field instructions to custom fields to clarify file requirements.
Leverage Batch Actions: Utilize batch download and filtering options for efficient file management.
Exciting Use Cases from Attendees
Attendees shared innovative ideas for leveraging file uploads:
Award Submissions: Collect files for nominations or applications.
Authorization Forms: Transition from paper forms to digital uploads.
Sponsor Logos: Gather exhibitor assets for conferences.
Student Credentials: Upload earned badges to member profiles.
Looking Ahead: Census Integration
During the discussion, Novi AMS teased their upcoming Census feature, designed to streamline profile updates by prompting members to validate or update key information. This feature, set for demo next week, aligns seamlessly with file uploads to enhance data accuracy and member engagement.
What’s Next? The File Upload feature will roll out next week (week of January 27, 2025), accompanied by detailed release notes. Stay tuned for updates, and don’t forget to register for the upcoming Census demo to explore how these features complement each other.
Have questions or ideas for future roundtables? Share them with the Novi AMS team. See you next time! 🚀