Add Action Note Summary to Lists

Add the Action Summary (which is the Notes Description in database view in NXT) to the Action Summary field for the Action List.  Place it above the Notes Detail.
 
Also, add the field to the Action Summary in export.
  • Blake Moody
  • Jan 22 2019
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Actions / Lists
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  • Guest commented
    30 Oct 23:38

    I find that I need to pull action reports in database view because NXT export does not give enough information. The content of the note is necessary for the reporting. Thank you for your consideration.

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  • Maria Coma commented
    June 07, 2022 00:42

    Can Blackbaud please increase the [priority level for this idea. Having the Action Note field in the expert file is of great use for Executive Assistance.

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  • Adrian Chong commented
    June 07, 2022 00:04

    It's disappointing that this idea is not yet addressed as it would help your clients tremendously. Please take this up soon and find a solution. Thank you.

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  • Guest commented
    January 24, 2019 13:33

    The fact that the description/summary field doesn't show up in the "action summary" on lists in NXT has basically made it impossible for our Development Officers to keep up with their own actions in NXT. Instead, they either have to work in RE7 or work with Excel spreadsheets generated by the data team. Please fix this soon!

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  • Blake Moody commented
    January 23, 2019 17:48

    Thanks, Bill. I merged them together so the votes tally cumulative. Up to 15 now :-)

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  • Bill Connors commented
    January 23, 2019 16:08

    Blake,this idea does already exist here, as Idea 2911.

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