Include Action Date and Completed Date
Currently, as far as I can tell, you can only mark an action as complete "today" and you can only sort by the action date, not the completed date. It would be really helpful for Development Officers to be able to mark actions as completed and input a date other than "today," if appropriate. And it's also really important to be able to view and sort by both "action date" and "completed date," as those dates are often not the same.
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- Aug 12 2015
- Shipped
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Add "Completed on" and date function to the action tile in NXT
Merged Currently there is no way to mark the date the action was completed and it shows up as "past due" which is incorrect - my development people need to be able to select the date that the action was completed as I can do in the database view1 Shipped
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Allow to change the Action Completion date
Merged When adding an Action in NXT, the Action Completion date should be editable rather than having it hard set to the date the action is entered. Many of our solicitors do not have time when they are on the road to enter their actions, so they wait un...2 Shipped
Related ideas
I'm really surprised this isn't in the "under consideration" or "planned" phase at this point. Any update?
Please change this - we also do significant action reporting for gift officers with metrics based on visits per month. These reports are built in Crystal so our Ass't VP and VP can review on demand. These reports will now have to be manually edited to adjust completed dates if gift officers aren't able to enter on the actual date the action was completed.
The lack of this feature continues to be problematic.
Any update?
Hello everyone - I have merged this idea so we have an updated count of votes. We are reviewing this as a Product Management team and will update the status when we have more information on when we can prioritize this.
- James
I also want to be able to mark complete from the Action Window, not just from the little (...) icon. And I don't want to have to add a Note, either.
I also want to be able to (provide I have the proper rights in Security) delete an action from the action window itself. Another button: Save Cancel Delete...with a confirmation dialog box.