Add the "Advocacy" Action category to Actions in web view
You can add actions with the category of advocacy in the database view but they do not show up in NXT. In addition, I would like to be able to rename the categories or have an optional category that has the flexibility of naming it whatever you want. Alumni Engagement is a big deal now and we need the flexibility to be able to track that in Actions.
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Melissa Anderson
- Aug 2 2018
- Reviewed: Voting Open
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add "advocacy" action category to "Notes and Actions"
Merged Luminate "alerts" are saved in RE as actions of category "advocacy", but aren't included in the "Notes and Actions" panel in NXT. Support for this action category would make it possible to filter lists based on constituent's concerns, and would be...Reviewed: Voting Open
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Return Advocacy as an Action Category in NXT
Merged Employing advocacy as an action category allows the user to track such efforts across categories - i.e., advocacy with the action type of cultivate, steward, etc. AND gives me an easy way to pull advocacy detail reports like we used to be able to ...Reviewed: Voting Open
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Add Advocacy as an Action Category in NXT
Merged We use this for reporting specific campus tours since additional fields become available when you select a Category of Advocacy in RE database view.Reviewed: Voting Open
Related ideas
We MUST have visibility on Advocacy actions in NXT for a COMPLETE history of all action categories entered regardless of entry source (in this case, database view) for successful relationship management. NXT not showing all actions makes it extremely difficult to transition all our users to trust and consistently use NXT when Advocacy actions they've previously entered in DBV is not visible in NXT.
This is EXTREMELY annoying! I agree with Kristin.
It's frustrating to have these actions in database view yet our solicitors who are frequently in web view can't see that those actions have taken place!