Copy Actions to other constituents record. If you meet with a group of individual constituents and wish to add the same information.
The ability to copy/share the same Actions into other constituent records especially if you meet with multiple constituents simultaneously.
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Guest
- Apr 8 2014
Related ideas
Oops, wrong comment for wrong idea! Disregard!
YES. The fact that RE does not have any kind of audit log feature is mind-blowing and a tragedy. Our auditors regularly ask for that kind of info, and we have to just tell them there's no way to pull that from the system. Never mind the auditors... it would be helpful from a DBA and/or management perspective to be able to identify staff who need additional training, processes that need refinement, etc.
This functionality will be available with the new Workflow Designer feature that has currently started shipping to all US RENXT clients. You will be able to create one action, with any notes, and details you want, and assign that action to multiple people (ex:a group of people that attend a meeting as suggested above). We just shipped to the first 50 clients a couple weeks ago, and are shipping to 300 more this week, with hopes to get all US clients this feature by the end of the month! Once you receive the feature, it will be located under the Tools menu in NXT, so be on the lookout!
Kylee Long
Product Manager
If there are a lot, it is worth creating a query of the constituents and doing a global add of the action. You could also do an import. But I completely agree that if it is only five constituents, globals and imports aren't quite worth it.
You could also create a default set. You "create" the action once, but then can basically copy it by opening a constituent record and loading that default set. Let me know if you are interested in hearing more - not sure if you are familiar with default sets.