Add the same action to all constituents in a list. (Global add actions from lists)
From a constituent list it would be useful to be able select all or some constituents from the list and then add an action which will be saved on everyone's record rather than manually adding individual actions when its the same action. Like a global add on database view but from list.
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Guest
- Jan 24 2023
- Reviewed: Voting Open
Related ideas
Came here to add this exact request. I typically contact a group of constituents at a time and it would be helpful (and ensure I use RE NXT more) if I could globally add actions. For expediency sake, we maintain information in a spreadsheet, but we'd really like to keep all of our information in one place.
Really needed! We are getting the red arc plug in, but this would be better. A workaround is to add everyone to a simple workflow with only one action.
Agree! Please implement the Global Add feature in NXT. We need it.