Automatically display author of notes and actions

It would be helpful to filter and see who has made the latest communications or notes on a donor's record.  Automatically assigning the author (as databaseview currently does) and then displaying this information in NXT will assist both fundraisers and DBAs when reviewing records and working with donors and prospects.

  • Marilyn Garvey
  • Jun 12 2018
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    • Catherine Hodges commented
      May 10, 2023 20:22

      This would be enormously helpful for my org as well. I work for the ALS Association Oregon and SW WA Chapter, and we have different teams of staff working in the same records. Our Care Services staff can't see at a glance who entered an Action on a constituent record without opening the full record for a single Action. We really need to be able to see the author name next to each action in the list of actions on constituent records.

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    • Esther Angell commented
      August 03, 2022 18:14

      Executive Assistant is adding Actions for new VP and VP is to be true author.

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