Edit action to link to Opportunity

In NXT an action can be linked to an opportunity when you create it from the opportunity, but there's no way to go back an link an action to a opportunity after it was entered. This is a useful capability in 7.94.

  • Jon Garrow
  • Aug 25 2015
  • Reviewed: Voting Open
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  • Julie Hiland commented
    August 21, 2023 17:50

    As of today, 8/21/2023, a user is able to edit an action to link to an active opportunity. HOWEVER, users cannot edit an action to link to an inactive opportunity. Our org marks opportunities as inactive once they have been funded, and since users currently cannot edit actions to link to inactive opportunities in web view, our gift officers are being forced to sign into the database view to do this linking, which is a backwards trek for us.

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