Associating an Action with a contact

Right now, you cannot associate an organization's actions with a contact.  This is something pertinent for our C&F team to be able to use NXT

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  • Jul 9 2015
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  • Damian Lenshek commented
    March 01, 2018 22:57

     

    Do we really have to go into the database view to link an organization action with a contact? Would be great if we could do that from within NXT!

     

    https://www.blackbaud.com/files/support/helpfiles/rex/content/bb-action-details.html says:

    For an action with an organization constituent, the Contact field displays who to interact with or perform the task for. For more information about a contact, select their name to open their record.

    Tip: You can choose whether someone is a contact at an organization in the database view. On the individual's constituent record, add or open the organization on the Relationships tab, and then select Contact under For this organization, this individual is a(n) on the General 1 tab of the relationship record.

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  • Kim Frodsham commented
    October 20, 2016 20:27

    I was wondering if there is an update on this idea?

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  • Guest commented
    March 29, 2016 16:36

    Any update?

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  • Guest commented
    December 10, 2015 22:20

    I agree, I have received this request from several development staff members. It would be extremely helpful.

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  • Mary Stephenson commented
    November 11, 2015 16:03

    Having the ability to associate organisations' actions with a contact would elevate both RE Classic and NXT to a different level; the database would then become much more aligned with a CRM and not just primarily a fundraising database with some contact functionality.

    This would be really useful and I really urge others to support the idea.

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