Include all Action variables both in columns on the menu item page and when adding/editing actions
When working with actions, we would like to be able to see the extra data fields associated with each "Category" of action. For instance, in classic, when I create an action that is a Meeting, the option of Location shows and I complete this field. I would like to be able to list location as a column on the menu item "Actions" and I would like also to be able to see this data variable when I am editing or adding new actions. The same goes for Mailings, which gives you the option for "Letter" and "Document." And email for "Subject"
We would also like to be able to add/edit as well as see in the column list Campaign and Fund.
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Guest
- May 21 2015
- Reviewed: Voting Open
Related ideas
Because so many of our interaction have to be virtual now due to COVID-19, we code virtual meetings as a Location but don't have a easy way to filter them in RE NXT. This addition will be very helpful, particularly if it can be utilized with Priority!
We would love to see the Letter or Document and email subject on the web view summary. As it is right now when we create constituent letters and add them as actions, the only fields that show on the web view are the action type, category, date and date completed. This gives our fundraisers no idea of what was actually sent.
Yes. It would also be great to be able to have custom fields as a column option on Action lists.
We are going to use actions for recording visits to our sanctuaries, so Location field will be very important for us.
We are definitely looking at the full action form. We want to give incentive for the fundraisers to easily enter their actions and track the key fields for reporting but also don't want to overwhelm them. We'll follow up on how we'll support this. Thanks for the feedback. Let me know what else you use this information for so we can accurately account for the reporting scenarios.