Action Tile on Gift Record

I would love to be able to link an Action to a Gift...as you can currently link an Action to a Proposal.  Preferably so that the Action is accessible from the Actions Tile of both the Gift Record and the Constituent Record.

This way, when a fundraiser makes a phone call to thank a donor for a gift, we don't have to enter the call as an Action and then duplicate the data entry by adding a Note or Attribute to the Gift.  (And add data to the Action to be clear which gift it is that the call is connected to.)

  • Jen Claudy
  • Jun 17 2016
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  • Lisa Jackson commented
    May 09, 2023 13:13

    AGREE! I'm doing double entry to have action info added to gifts.