Connect proposal to action regardless of where you click 'Add Action'
When you click 'add action' from the Action tab you aren't provided the proposal field. But that field is available when adding action from the proposal tab. I suppose I understand the logic, but it makes more sense for the add action screen to have the same fields available regardless of where you enter it.
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Danny Reader
- Apr 5 2016
- Reviewed: Voting Open
Related ideas
When adding an action from the work centre action tab, the opportunity field is NOT available. It needs to be!
Danny, I think the proposal field shows up when you add an action anywhere, as long as there is a proposal already on the constituent's record. But I could be wrong. I just tried it a couple times, and that's what it looked like.