Web view Actions should automatically show the author as they do in Notes
Notes automatically "assigns" the author but Actions requires a drop down menu and selection of a "fundraiser" to capture the authorship. Yes, I'm aware that you can discover who entered the Action by following a tedious multiple step process via the Database view-opening the action record -File properties etc...but would love to stay in Web view and easily see who the author was and readily keep them in the loop etec.
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Guest
- Sep 21 2021
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Adding to what you said about the Fundraiser being required in an action. This should be optional as it is in Database View. We often send gifts from that would be from the entire organization or have task/other that we want to track things we've done. Making the Fundraiser Required is annoying.
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This would also be very helpful for my organization. Our care services staff need to be able to see quickly on the Actions tile in web view who created that action. Our constituents frequently have communication with multiple staff members and they need to be able to see this information quickly.
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