emails should merge to notes page not actions

It's great that Raiser's Edge and Outlook sync, but it's difficult to review a donors notes when they are spread between actions and notes. It would be great if when you sync correspondence from a donor to their record that it goes to the notes page so you can get a comprehensive account of interactions. It makes it difficult to flip back and forth and I feel that the actions are more appropriately used as a "to do" list and next steps that I need to take.

  • Guest
  • Sep 13 2012
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  • Guest commented
    March 18, 2016 00:56

    I completely disagree. Actions are not simply a to do list. They are a history of interactions with donors.