Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit RE7-I-3670 Add the ability to create one action for multiple constituents in NXT.
Ability to share or link an Action to more than one constituent
Merged
Often fundraisers meet with more than one prospect or contact; possibly a group for a tour; and most likely a new prospect and the “connecting” individual. This would eliminate the time it takes to duplicate action, as well as the time it takes to maintain each of those actions. Currently my organization has a custom macro for this function in database view, but I can see this being extremely useful to other organizations in Higher Ed and Arts and Culture.
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Delia Escobar
- Sep 6 2016
- Shipped
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- +38
Related ideas
Hi, I completely agree, thanks for raising it. I've just added a similar idea to RE7 but I wanted to add it here as well when I found your idea. Please check out my RE7-I-3782 request as well and if possible, please vote on it too.