Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-236 Automatically add an action when using email or phone feature in RE NXT.
When an email is sent through a record, have it save a copy in Actions (like RE did)
Merged
In RE, if you click the constituent's email address in their record to send an email it captures it as an action in the constituent's record. In NXT that is not the case. It was super helpful to keep track of all communications (particularly for our major donors). Now we have to cut and paste it in actions.
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Guest
- Aug 26 2020
- Shipped
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