Ridiculous that this still hasn't happened.

I definitely need this feature, especially for my org where we use several custom fields for an Action. Being able to choose from a default set will prevent people from forgetting about custom fields. Maybe an alert to pop-up and show that there is a required custom field as well?

Agreed! This would be a great thing to have.

I concur with Brittany Farmer. Thank you!

Please add the default for Action records. Upgrades should not restrict functionality.

The fact this functionality isn't available in web-view is very prohibitive to my philanthropy team embracing the platform. We just upgraded to RENXT, and it's very difficult to sell it to my team as an "upgrade" when they feel we have lost functionality in the "newer" platform vs. what we had in RE7.

I want to add that default sets for constituents and relationships is also very important. We use these all the time in database view and the fact that we cannot use them in web view is a barrier to using web view because it is less efficient.

Fantastic piece of functionality that I would love to see replicated in Web View. Allows for faster, more accurate data entry.

I totally concur, Chris!

It feels like the Ideas bank is a place where suggestions and complaints come to die. Funnel people to the Ideas bank and then diffuse the situation (a few people committed enough to log into the Ideas bank and take their time to write up their idea. Everyone adds separate yet similar suggestions) and make people vote on those granularized ideas until they have "enough votes" to warrant the attention of Blackbaud engineers (ie. almost never).

The ability to set defaults for Actions and Opportunities would speed my organization's database work up tenfold. Considering this is an issue that's been raised in the Ideas bank for the past four years with no movement, we won't hold out for this improvement anytime soon.

Up to 135 merged votes but still not deemed a "Planned" (or even "Voting Open", whatever that means) idea for RE NXT.

I'll just repeat my request from 2.5 years ago... Can the other Ideas like this one, i.e. those asking for default sets in RE, please be combined into one idea?

That, I believe, will give this concept a much higher vote total and give Blackbaud developers a more accurate indication of  interest levels among us users.

Is this feature planned for the web-view yet? I sure hope it will be implemented soon. We have now been in RE NXT since late May. In June and August, we had our field staff come in to headquarters from all over the country. Each time, we were able to provide them with in-person, hands-on NXT training sessions to get them informed about and using the web-view and its helpful tools... all in the context of how our organization does things in the RE database. In the August training session, I started out by asking how many had been using NXT since the June training. Only 2 solicitors out of 16 raised their hand! Since action default sets are not available in web-view, our solicitors are unable to make fast, accurate action entries in the web-view like they can in the database view. We've worked hard over the years to train them on the benefit and importance of using the defaults sets... ones we've built for them and ones they've built for themselves. They and I (as database administrator and trainer) are reluctant to NOT be using them. So, in our case the absence of default sets in the web-view is an obstacle to transitioning to the web-view, thereby we're missing out on all the extras we're paying extra for with NXT. In hindsight, I kind of wish we had put off purchasing NXT until knowing these action default sets would be available. Same thing goes for Constituent default sets, which help them create new records quickly/correctly, e.g. addressee/salutation, title, constituent code, etc.

P.S. for Blackbaud: Could this idea be merged with other instances of the same/similar idea, per Jen Claudy's comment below? If all those votes were combined, it would give a better picture of how "popular" this functionality is. And, the various feedback may strengthen the idea in the end.

See also: https://renxt.ideas.aha.io/ideas/RENXT-I-1249 for Default Sets on multiple types of records.

and the constituent default set list as well,. Both are really useful tools 

We are not in NXT ... still considering. Our field staff is trained to build and use action defaults for faster more accurate entries. I'd hate to lose them.