RENXT WebView: Note Author Editable

In webview we can modify who the author of a note is, which is helpful as we have support staff who input call notes on behalf of a donor manager. We also then have metrics to monitor how many call reports are done. In the database view we can modify the author, but we can't in webview

  • Anthony Joseph
  • Apr 28 2025
  • Reviewed: Voting Open
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  • Jocelyn Ferland commented
    18 Jun 13:25

    I am responsible for adding actions for several team members - once the actions are created, they edit by adding notes and mark complete. The team member needs to be able to also edit the author to their name so we know who added the notes and completed the outreach.