Enter one action and tag to multiple records in RENXT

Currently if we want to record an action undertaken by one constituent with respect to another constituent, this action needs to be separately entered on each record. It would be helpful to be able to tag constituents in an action so that we can enter the action once, but it is entered on all tagged records. 

  • Rebecca Kendall
  • Oct 2 2017
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  • Rebecca Kendall commented
    October 03, 2017 12:47

    Sorry I should have been more specific. The functionality you described doesn't exist in RE NXT. Thank for highlighting this though. 

  • JoAnn Strommen commented
    October 02, 2017 22:58

    All you need is a quick specific record query of the ones you want to add it to.

  • JoAnn Strommen commented
    October 02, 2017 22:57

    Global Add > Add Action :)