Allow notes, actions and ratings to be copied to spouse records at time of entry
Most often, when we are visiting a couple, we are cultivating the household. It is likely we have two separate constituent records because at one point one spouse made a gift (hard credit), and at another point, the other spouse made a gift. However, particularly with the way views are set up in NXT, it is hard to remember to continually check spouse records for additional information, and it's particularly frustrating with the lack of cohesion in wealth ratings. It would be nice to be able to check a box when entering information that allows it to be duplicated on the record. It would be even better if there were a household space to document things for the household that then trickled down to each of the individual records, because then opportunities could be tied to the household, not whichever record the management relationship has been placed on.
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Brenna Sonke
- Jun 7 2019
- Reviewed: Voting Open
Related ideas
In actions, we can "copy to" another constituent (most commonly spouses). This functionality should be extended to Notes , Ratings, and Financial Information entries in the Prospect Management tile. We often need to duplicate this information for spouse records and automating this process would be much more efficient. We occassionally need to copy information between non-spouses (parents and children, business partners) so having a function as robust as for Actions would be ideal.
We use the feature to copy action to other records and would love to have the same function for notes
My organization finds this would be especially helpful for Actions. We often email or meet with both spouses/partners, and then have to enter the Action for both individuals. Being able to enter one Action and just check a box or click a button to "Copy Action to Spouse" would save lots of time.