"Work with Actions" hyperlink to view all actions for a constituent in a single screen

The "Giving History" tile gives me the option to "Work with Gifts" and opens a separate window with all gifts for easier viewing.  I'd love to see a "Work with Actions" link that opens a window to view all actions - the 20 currently displayed five-per-page, and everything else too.

  • Beth Dunning
  • Jan 27 2020
  • Already exists
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  • Ron Fontenot commented
    January 30, 2020 12:24

    Beth - We'll leave the idea here in an Already Exists status in case someone has the same issue you do - this may help someone in the future :)

    thank you for posting to the idea bank!

  • Beth Dunning commented
    January 28, 2020 14:42

    My apologies.  Thank you for clarifying.  I was looking for a link at the bottom of the tile (like the Giving History).  We're fairly new to RENXT and I obviously was not remembering that the action count at the top of the tile was a link to the full list. 

    I spent quite a bit of time searching the idea bank to make sure this idea hadn't previously been submitted, and in the process I found a couple that mentioned the limit of 20 actions per constituent.  From what I could tell, the ideas were still active, so I voted for them.  But the constituent I checked this morning had 21 actions and I could see all 21 on *5* pages of actions.  It would appear this idea has now been resolved.  Do these ideas get removed from the idea bank once the idea has been implemented? 

    Thank you, Ron.

  • Ron Fontenot commented
    January 28, 2020 14:00

    @bethdunning When you are in the Notes and Actions tab, note that the label "# Actions" above the Add Action button is a clickable link. Clicking this takes you to a list view with the full list of all Actions. Let me know if this resolves your request. Thanks!