I know this has been mentioned in other Ideas and Community Posts, but my (new) boss came in about an hour ago to ask how she could print off a series of Actions (with all Action Notes entered on those Action Records) for a meeting with our CEO and other staff (who are not RE Users).  I confirmed with BB Support that this is not currently possible.

It needs to be possible, however.  This time, I ended up going into RE:7, creating a new Constituent Profile, and printing off a document with far more than the 8 Actions she requested.  (Unfortunately, the only Filters there are fields that I can't really change just to run a report and then have to change back.)  The ultimate in flexibility would be to be able to go thru a list of Actions (and/or Notes) and mark off which are to be included, then print a report...or generate a pdf.

In a perfect world, we wouldn't need to print on paper, but we're not nearly there yet, and there will probably always be folks who work better with pen and paper in some instances.  (Plus, when there's no available wifi/cell signal, or a power outage, etc.)

And while part of it is definitely my phone, but it takes so long to open records sometimes that we're on to the next topic in a meeting before I can navigate to the data I'm looking for (have to wait on the spinning wheel of death to stop...or the sad beachball as someone else called it).  Being able to tag important or currently relevant Notes and Actions would also be helpful if a Record could be opened that shows those first, instead of loading all of them or just the most recent.