Copy / Share ACTION from Constituent

Just like the feature "copy/share an address from a constituent" found in the address tab, it would be great to be able to copy/share an action from a constituent. OR there was another idea posted about being able to add a soft credit to an action so the action would show up on a spouse record. Either way, the goal being to not have to enter the same action on both the head of household and spouse record. Thanks! 

  • Guest
  • Sep 18 2017
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  • Catrina Robbins commented
    March 07, 2018 21:18

    We need this feature for our development officers who manually add actions and want to also have it on the spouse/Foundation/Organization record as well!!