Include "Note type" in the Add Action form
When adding an action note on RE NXT I would like to give the action note a type. In order to do this I have to save the action and then add the note. Please include note type in the add an action box.
Because fundraisers cannot choose the note type fluidly and it is labour intensive as it is currently setup, we have a number of action notes in the system that have defaulted to "added via Re NXt".
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Tina VanDyk
- Nov 29 2017
Related ideas
Thank you, Joel!
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If you're interested in the nine ideas like this one and their 276 vote total, here's the breakdown as of 10 a.m. Central:
Enable Action Default Sets in RE NXT Web view RENXT-I-869 49 votes
Default Set Functionality RENXT-I-1249 40 votes
Default note on actions or action track RENXT-I-296 4 votes
Ability to use pre-loaded Action templates RENXT-I-1242 15 votes
Enable the ability to use Action Defaults in NXT RENXT-I-943 38 votes
Use action default set in NXT RE7-I-4203 75 votes
Ability to "add defaults" to opportunities RENXT-I-1958 7 votes
Maintain or Add default settings for Actions and Opportunites for funds and Campaigns RENXT-I-630 6 votes
When adding an action note on RE NXT I would like to give the action note a type. In order to do this I have to save the action and then add the note. Please include note type in the add an action box. RENXT-I-1126 42 votes
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By my count today, the NINE separate ideas posted in RENXT and RE7 that ask for default sets in RE NXT have a combined voting total of 276 votes! With that many votes, after you remove the other popular ideas Blackbaud has already marked as "Planned" or "Reviewed: Voting open", this idea is now in FIRST PLACE IN TERMS OF POPULARITY!!!
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