Recurring Actions
Great idea-I also was wondering if we could have an option for a recurring action. Many times we have organizations/foundations or individuals who are contacted the same time every year for the same purpose. It would be nice to be able to make an action recurring so we do not have to type in every time.
-
Rachel Kave
- Nov 29 2016
Related ideas
Want to make sure this gets some love again because this is an essential feature that's missing in RE.
Currently, we'd have to utilize Outlook for recurring actions or build out actions over and over and over because we cannot copy an action from the same constituent to the same constituent.
The flaw in this though is staff turnover. If there's no way to add that action to RE in a recurring nature, if someone leaves and that reminder is lost, then we risk upsetting a donor.
Attachments Open full size
I have a donor who needs some special handling with their newsletter every quarter. I would be so helpful to be able to set-up with action once, select the frequency and then have NXT automatically generate the appropriate actions on their record.
Attachments Open full size
Yes, this would be helpful for mailing birthday cards every year, too.
Attachments Open full size
Agreed. We're currently putting in pledge reminder actions and they are often the same date for the next several years. Or would do actions for sending a Year-End gift summary (not everyone gets one).
Attachments Open full size