Include the Action Summary/Solicitor assigned date from columns in action list output
Please include the action summary and the date the solicitor was assigned in the exported list in NXT. If you can't get the "Assigned from date", at least include the action notes!
All of our action information/contact reports, etc. live in the Action Notes (Action Summary) and it makes exporting action lists pretty useless in NXT.
Yes, please allow us to export action notes. That's where all the information/contact reports etc lives and it makes exporting action lists pretty useless in NXT. I still have to use Action Reports in DB view.\
I wholeheartedly agree with this. I would add the option to export both full Action Notes and Action Summary with a Constituent List. This would be super helpful and very appreciated. Thank you.
All of our action information/contact reports, etc. live in the Action Notes (Action Summary) and it makes exporting action lists pretty useless in NXT.
Yes, please allow us to export action notes. That's where all the information/contact reports etc lives and it makes exporting action lists pretty useless in NXT. I still have to use Action Reports in DB view.\
I wholeheartedly agree with this. I would add the option to export both full Action Notes and Action Summary with a Constituent List. This would be super helpful and very appreciated. Thank you.