Add Previously Entered Action to Opportunity from within Opportunity

When I am reviewing an Opportunity, it would be great if "Add Action" also allowed me to add previously entered Actions, instead of just entering a new Action.

  • Susanne Larsen
  • Mar 24 2017
Opportunities
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  • Guest commented
    July 27, 2017 17:46

    Yes, agreed.  It's cumbersome to have to leave the Opportunity Record to go find certain Actions and add the correct Opportunity from there.  It should be as flexible as it is in Raiser's Edge 7. 

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  • Susanne Larsen commented
    March 24, 2017 19:17

    To clarify, it would be great if you could attach a previously entered Action to the Opportunity from the "Add Action" area. Thanks!

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