actions

It would be nice to be able to link a constituent action to an appeal action. Cross-tab functionality would be so awesome!

  • Guest
  • Sep 12 2012
  • Attach files
  • Liz Blair commented
    June 28, 2017 20:12

    I agree.  It is truly time consuming to enter the action on both constituents for families and businesses.

    Married couples - spoke to husband but want to note on wife's record as well.

    Met with owner of business but want to note on business record as well.

    Met with advisor for trust but want to note on foundation/trustee's records as well.

    Attachments Open full size
  • Guest commented
    March 18, 2016 00:58

    When would you want to do this? I do not see the need. can you give an example?

    Attachments Open full size

Related ideas