Ability to "tag" multiple constituent records when creating action records
We would like to see the ability to "tag" multiple constituent records when creating action records. For example, if a fundraiser has a meeting with multiple donors, the fundraiser must enter an action record multiple times (once for each of the donors involved in the action). We would like to see the ability to "tag" constituents in action records and only have to enter the action record once. Something similar to the way you can add fundraisers to action records now in NXT.
-
Guest
- Jun 15 2017
Related ideas
This is very similar to RENXT-I-534. That idea also floats the idea of "tagging" multiple people for proposals too.
Attachments Open full size
This is a great recommendation. I do a lot of grant work, and often the foundation (an organization) and the benefactor (an individual) are both relevant to the same action (e.g., sending a thank you). This action should be on both records to help grants communicate with major gift officers (the major gift officer should not have to review the associated foundation actions when he is reviewing the benefactor's record ahead of a meeting).
Attachments Open full size