I'd really like to encourage our fundraisers to use custom fields in actions, but since they are not filterable for lists, instead I have to have a long list of unnecessary action types to cover the needs of what needs to be searched. Same for opportunities -- I can't really justify why fundraisers should be using these if they can't act upon them in meaningful ways.
I'd really like to encourage our fundraisers to use custom fields in actions, but since they are not filterable for lists, instead I have to have a long list of unnecessary action types to cover the needs of what needs to be searched. Same for opportunities -- I can't really justify why fundraisers should be using these if they can't act upon them in meaningful ways.