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!

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  • 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.