apply a single action to multiple records

There are instances when one action relates to more than one constituent, such as when a volunteer is working together with a fundraiser to cultivate a prospect.  In this example, we want to track the activity in the volunteer's record and the prospect's record.  It would simplify data entry for the gift officer if he/she could create one action and then have it added to two records simultaneously.

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  • Feb 18 2020
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