Filter actions by action custom fields

When viewing the full page of actions from a constituent record, it would be helpful to have more filter options available. The current options are to filter by action category, action date, action status, action type, and fundraiser. We use a number of action custom fields, and currently can't use them as a filter when viewing actions on a person's record.

We use actions to record financial assistance applications and reimbursements, and have a specific action custom field to designate the specific funding period that action applies to. I'd really love to be able to use that funding period action custom field as a filter; it would reduce the clutter I'm viewing as I'm manually entering actions. I imagine there are many other organizations out there making use of action custom fields who'd also benefit from this capability.

  • Catherine Hodges
  • Jul 22 2026
  • Attach files