Include ability to edit Notes under "Edit Action" menu item

Our gift officers this morning discovered that when they click on the [...] button and select edit an action, they don't have the ability to add or edit notes for that existing action. (However this ability exists if you are adding a new action.) We discovered that they need to open the entire action record in order to access the Action Notes. It would be great to have that ability built in for the sake of consistency.

  • Christiana Czarnowski
  • Aug 3 2016
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  • Jarod Bonino commented
    August 19, 2016 14:07

    Hey everyone! Thanks again for letting us know how much you missed this functionality. I'm happy to announce that we have re-added the ability to update notes for an action via the edit form. Effective immediately, you should no longer have to go to the full action record page to do this. Sorry about the inconvenience!

  • Nancy Hartman commented
    August 04, 2016 22:32

    Thank you, are D.O. have been trying to figure this out for a week.  Not an improvement if it sacrifices efficiency.