Add the ability to create one action for multiple constituents in NXT
Many times I need to add the same action for multiple constituents (not a mass mailing or similar, but a meeting with multiple people or conversation with a few people, etc.) It is time consuming to do this individually in NXT but in most instances it is not a list and doing an action upload in the database view is just as time consuming. Having the ability to add multiple constituents to a single action would save a significant amount of time, particularly when working on a mobile device following a meeting with several people when you don't have access to the database to do an upload and you want to make sure you are capturing all of the information as soon as possible and applying it to all of the necessary constituents.
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- Jul 28 2016
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- +1010
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Ability to "dupilicate" action for spouse
Merged Historically actions in our organization have been added to the primary donor's record. We have since learned that when that donor passes away, it is helpful for the same information to be on the spouse's record. We now put notes and actions on bo...1 Shipped
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Ability to share or link an Action to more than one constituent
Merged Often fundraisers meet with more than one prospect or contact; possibly a group for a tour; and most likely a new prospect and the “connecting” individual. This would eliminate the time it takes to duplicate action, as well as the time it takes to...1 Shipped
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Select more than one contact on an action
Merged We often meet with more than one contact at a time. We would like to add all the contacts in a meeting on the action record, similar to the way multiple solicitors can be added.6 Shipped
Related ideas
The "copy to" option is not what everyone was asking for. We don't want duplicates on one action record (for looking at solicitor credit) but we want everyone who was at a particular meeting to show up when we are looking at their consistuent record.
Need (yesterday) the ability to more easily duplicate record information, such as prospect status, into spousal record... please and thank you!!!!
This would be super helpful! Please add soon if possible. Thank you!
The ability to copy to (another individual constituent) is useless.
Agree with others who are saying the core request was not addressed with this "Copy to" feature. Can someone point me to an open idea that revisits this need?
I just wanted to say that I agree with Brain Davies' comment - this is an ok solution but it is not what the idea was actually asking for. The idea was for a one-to-many option, and what Blackbaud gave us was the ability to copy a one-to-one option multiple times. It's different.
https://community.blackbaud.com/blogs/13/8042
Are we able to do this yet or not? If we can, how?
+1 on this "I noticed you cannot copy TO a business/org/foundation record FROM a person record."
Also the copy function is an ok solution, but not really the nature of this idea as I understood it. I was hoping for the ability to add and manage the same action on multiple cosntituents. For example I am meeting with two business associates about a company sponsorship. I can add both individuals as well as the company to the action and see the contact records on all of the records.
The system of copying also create problems when it come to counting solicitor interactions for annual metrics because one meeting may create two actions if the solicitor meets with a couple who both have constituent records.
A couple of questions about this new functionality:
I noticed you cannot copy TO a business/org/foundation record FROM a person record. You can copy FROM a business/org/foundation record TO a person record, but not at the time of creating the new action, only after it's already been entered. Is this a bug that will be repaired?
Is it possible (either globally or at the user level) to disable the notifications of newly assigned actions?
@Nora Probably because the copy action thing is now live and Blackbaud are tidying up the related ideas.
Why am I getting copies of all the ideas today?
RE NXT will have a new number 1 item after today. The copy action feature has shipped. There are a lot of comments on this post that are suggestions for items on top of what the main idea what requesting so we will have to track those in a new idea.
Ah. I see. We'd have to pay for it if we wanted it. Go figure!
I am not a databese manager for our university and I don't think this is something I could do. I think i would have to go through our database folks to make this kind of action happen. are you suggesting this on an individual capability basis?
This would be so useful and should definitely be added as a feature in NXT.
Check out our Product Update Briefing scheduled for next week for details.
https://app.blackbaud.com/marketplace/applications/33a0df01-6287-4fd0-9a51-d4d07227d302
Just stopping by to give this a thumbs up. This is a fundamental and widely-used feature in Blackbaud CRM (which I used at a previous organization). I was disappointed to find it wasn't also available in NXT. Our work-around is to copy and paste into the additional record and also to set up an alert on connected records to "check for activity on _______" This is cumbersome and inconsistently employed.
Yes, please add this! I want to give my fundraisers the ability to globally add an Action to Lists in web view, but not to All Constituents, like you can do in db view.