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.
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Susanne Larsen
- Mar 24 2017
Related ideas
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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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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