NXT: Notes and Actions should be seperated

I use notes for information that would not change i.e. when they started their business, where else they donate to .

By having to go through actions to find the notes takes longer.

  • Guest
  • Dec 21 2015
  • Will not implement
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  • Alex Bishop-Thorpe commented
    December 01, 2020 00:03

    fun to see this was eventually implemented! They are now separate panes...

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  • Bill Connors commented
    May 08, 2017 18:54

    Notes and Actions should each have their separate Tiles, even with the links to separate them presently there.  Actions and Notes are apples and oranges when used correctly--don't penalize those who use the software correctly by adding unnecessary and annoying additional clicks and screen formats so we can see what we need to see.

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  • Sunshine Watson commented
    August 11, 2016 15:54

    Notes and actions are often confusing and staff will record a note for something that should be an action. They should be completely separated in NXT.

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  • Jarod Bonino commented
    May 05, 2016 16:16

    Thanks for the suggestion. Since the time of the suggestion we actually have released the standalone Notes list. I hope that satisfies the concerns around notes and actions being grouped together.

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  • Katie Schroeder commented
    March 23, 2016 14:40

    Yes!!! Please. Our notes end up completely buried and we can't find them.

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  • Jen Claudy commented
    December 22, 2015 02:20

    I like them in the same tile, but would love an option to see only Notes, like there already is one that will allow you to see only Actions.  Check out this Idea (https://community.blackbaud.com/products/raisersedgenxt/ideas).

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