I want to choose the Opportunity when I create a new Action from the Lists>Actions view.

When creating a new Action from the Lists>Actions menu, I would like to choose the appropriate Opportunity after I've selected a Constituent. Otherwise, I have to go to the Constituent record to create the new Action, or I create the Action from Lists>Actions, then save, then close, then go back to edit that new Action record.

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  • Jun 30 2021
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