Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-869 Default Set functionality for Action records.
Enable the ability to use Action Defaults in NXT
Merged
Our solicitors use a ton of actions. The default sets available in database view enable them to save a lot of keystokes and help ensure consisency.
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karen romano
- Aug 17 2017
- Reviewed: Voting Open
Related ideas
If you're interested in the nine ideas like this one and their 276 vote total, here's the breakdown as of 10 a.m. Central:
Enable Action Default Sets in RE NXT Web view RENXT-I-869 49 votes
Default Set Functionality RENXT-I-1249 40 votes
Default note on actions or action track RENXT-I-296 4 votes
Ability to use pre-loaded Action templates RENXT-I-1242 15 votes
Enable the ability to use Action Defaults in NXT RENXT-I-943 38 votes
Use action default set in NXT RE7-I-4203 75 votes
Ability to "add defaults" to opportunities RENXT-I-1958 7 votes
Maintain or Add default settings for Actions and Opportunites for funds and Campaigns RENXT-I-630 6 votes
When adding an action note on RE NXT I would like to give the action note a type. In order to do this I have to save the action and then add the note. Please include note type in the add an action box. RENXT-I-1126 42 votes
By my count today, the NINE separate ideas posted in RENXT and RE7 that ask for default sets in RE NXT have a combined voting total of 276 votes! With that many votes, after you remove the other popular ideas Blackbaud has already marked as "Planned" or "Reviewed: Voting open", this idea is now in FIRST PLACE IN TERMS OF POPULARITY!!!
See also: https://renxt.ideas.aha.io/ideas/RENXT-I-1249 for Default Sets on multiple types of records.
see also this Idea