I would like a way to pull the "Next Action"

I would like a way to pull the "Next Action" and/or "Next Open Action" for our constituents.

We are trying to manage the very next action, especially those that are incomplete or don't even have one recorded. Right now, we have to pull multiple action dates and then sort through and delete. Very cumbersome.

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Apr 9 2014

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Julie Hiland commented

August 11, 2016 13:50

We need to be able to export the last completed action, which is easily done. But just as importantly, if not more importantly, we need to be able to export the NEXT ACTION.

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I would like a way to pull the "Next Action" and/or "Next Open Action" for our constituents.

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