Assign Action to multiple records

Ability to assign an action to multiple records. For example, it would be beneficial to be able to add an action to a subsidiary corporation that would automatically roll up and be view-able on the parent corporation record without having to manually enter that action twice on 2 different records

  • Guest
  • Sep 10 2019
Actions
  • Attach files
  • David Jones commented
    June 24, 2021 20:38

    Just stopping by to give this a thumbs up. This is a fundamental and widely-used feature in Blackbaud CRM (which I used at a previous organization). I was disappointed to find it wasn't also available in NXT. Our work-around is to copy and paste into the additional record and also to set up an alert on connected records to "check for activity on _______" This is cumbersome and inconsistently employed.

    Attachments Open full size
  • Steve Backer commented
    July 23, 2020 16:07

    Big fan of this idea. If I have lunch with two different constituents, there should be one action that attached to both constituent records. Currently, this needs to be recorded on each record as two different actions - makes no sense and seems like an easy solution!

    Attachments Open full size

Related ideas