"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.
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Beth Dunning
- Jan 27 2020
- Already exists
Related ideas
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!
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.
@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!