Load Opportunities After Selecting a Constituent for New Actions

When adding a new action not automatically tied to a constituent, like from the "Add action" button at the top of an actions list, it would be super helpful for existing opportunities to load to the add action window when a constituent name entered. This would be similar to how a contact dropdown loads when an organization name is entered or how the dropdown under the notes box changes from location to phone number to email when the corresponding action category is selected.

  • Carly Pohl
  • Aug 4 2026
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