Mobile App Actions - add Action Description

Mobile App Actions - Action Description

Please add the Action Description field. It's helpful for allowing a solicitor to summarize their CR and for me to be able to pull something manageable into a report! I appreciate update to the app so that actions can still be saved without required fields, but would LOVE this update!

  • Guest
  • Sep 22 2012
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  • Guest commented
    March 17, 2016 23:21

    Additionally, we would like to see the Solicitor field and the Action Status to be available through the Mobile App. Maybe the Solicitor field could be populated with the Mobile App user and the Action Status could be setup to default to an option specified in RE Business Rules (we use Completed). Based on feedback from my primary Mobile App users (development officers), they love this product and are using it!

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  • Guest commented
    March 17, 2016 23:21

    It would be beneficial to also add the Action Description to the Action List. If there are lots of actions listed with the same Category and Action Type, you can't identify unless you go into the Action Notes and makes identifying difficult. Feedback reported on behalf of Empart.

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  • Guest commented
    March 17, 2016 23:21

    any updates on this request? Currently, fundraisers have to go back to each action, add description and link to the proposal in order for their action to show in our metrics reports. Adding the solicitor and the action description will facilitate the fundraisers' participation in our prospect management system. Thanks!

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