Default "Action Assigned To" when someone clicks "yes" to the prompt

When a solicitor clicks an email address in RENXT, a prompt asks, "Do you want to create an action?" If yes is selected the action is added to the record without an assigned fundraiser. It would be helpful if the action would default to populate the assigned solicitor with the user who selected the email address.

  • Hallie Guiseppe
  • Jun 28 2024
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