Add Summary as an available import field for action records

The summary line on RE:NXT action records is very helpful for logging actions and even more helpful months later when you're reviewing a constituent record and trying to figure out what comes next! Right now, there is no way to import a title/description in with an action which seems to be a huge hole in functionality, especially on the fundraising/solicitation side of things. Adding this would allow data administrators to make better notes for our solicitors!

  • Guest
  • Aug 30 2018
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  • Dolores Swirin-Yao commented
    February 19, 2020 21:48

    Agreed, this would be very helpful for major gifts prospect management.

  • Elliot Kipnis commented
    February 18, 2020 16:07

    I endorse this change as well.