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
  • Reviewed: Voting Open
  • Attach files
  • Guest commented
    19 Sep 21:49

    YES! I'm trying to report on the effectiveness of the Fundraiser with the Donor. Our Fundraiser's add their Actions into RE, BUT there is no way to relate that action's outcome and liink it to the Gift. Our Fundraiser's don't generally use Proposals and therefore being able to link the Actions Tile to the Gift Record and the Constituent Record would be perfect.

  • Lisa Jackson commented
    May 09, 2023 13:13

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