How can I add an appeal to the general tab of an action?

Melanie Freimuth

We would like to add Appeals to the Action tab on Constituents.  We have a General tab for each year and create Appeals as necessary (Annual Event, Give to the Max Day, etc.)  Is it possible to add an Appeals field (with a dropdown list of our Appeals) to the Action tab so we can track activity specific to those Appeals?  If so, How?

John Heizer

You can have Actions on an Appeal record (not a Constituent Appeal record which only shows what Appeals the Constituent received) which let you track where you are in the process of sending out a broad Appeal.  For Constituent Actions, there is no option to tie it to a particular Appeal.  Appeals are meant for broad solicitations, not the sort of ask that you'd try to track each Action for every Constituent.

JoAnn Strommen

LOL - I just finished entering an email action and was wishing for the same function .  Unfortunately the only action type that currently includes appeal is Advocacy. 



You could try creating an attribute of appeal and recording your info there.  I haven't tried that yet.  I'm assuming it is not possible to record the info you want on the appeals tab.

Melanie Freimuth

Is it possible to add a Subject box under the Phone number box as there is when I choose eMail?

JoAnn Strommen

Melanie, no users do not have the capability to add field boxes into the software.