Add ability to customize/rename action categories
Not all organizations track actions the same way. Having the ability to rename the categories can help us better identify the types of engagement going on.
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Guest
- Jul 11 2017
- Reviewed: Voting Open
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Change Action Categories
Merged The category Advocacy was added to our actions - we don't want it or use it -we should be allowed to get rid of categories or change their names.Reviewed: Voting Open
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Action Category - more choices or have 6th option we can name
Merged Our organization would like to be able to distinguish better our social media connections with constituents. We like being able to edit/choose our type so we can use say a meeting request, but social media connections are becoming a bigger connect...Reviewed: Voting Open
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Customize Action Categories
Merged It would be helpful to be able to customize the categories for actions, especially now that due to the pandemic, DOs are having to accommodate virtual contacts with prospects and donors.Reviewed: Voting Open
Related ideas
There are a number of ideas here that are all about adding action categories or making them user-determined. Text and Social Media are categories I would like to see. They don't fit under anything else.
Please consolidate all these ideas and determine the best way to give different choices in Action categories.
This would *really* help us out. Even if we'd be limited to 5 categories in NXT, being able to name them so that they reflect the top 5 things we want to track per fundraiser would make those metrics much more useful to us.