Add links for Last Action and Next Action in Constituent Lists to open the Action records

On any Constituent List, such as the Portfolio or Constituent Lists directly, Last Action and Next Action should be able to open the action.  There are links for See More and even to open the "Fundraisers" constituent record, but no link to open the actual action.  One can open the gift for First, Latest and Greatest Gift, we should be able to open the action for Last and Next Action.  For example, I see the Next Action is "past due"--I should be able to click on it and indicate I Completed it or need to reschedule it.  Or I see the Next Action is Past Due--I should be able to say, "oh, I'm not going to do that, delete that action."  Let us manage the Last and Next Actions from the list without first having to open the constituent and re-find and then change the action.

  • Bill Connors
  • Jan 21 2016
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