action affiliations

Julie Hiland

Attn: Product Developers


When are we going to see an upgrade that allows users to tag multiple constituents onto a single action record?? This is probably the biggest thorn in our side right now, as we are moving into campaign mode, and have many instances where individuals are tied to family foundations or each other, and we want to see actions on all affiliated records. This is for user viewing, as well as moves management reporting. Please. Can you provide an update on this request?  It has many votes in the RE7 Ideas forum: https://community.blackbaud.com/products/raisersedge7/ideas

 

Nicole S

Share Action with Individuals/Foundations

It would be great to be able to share, like a soft-credit, an action from one constituent to another. Otherwise you have to create duplicate actions. Examples would be share spouse-to-spouse or foundation-to-individual etc


https://rediscovery.uservoice.com/forums/137015-raiser-s-edge-discovery-topics/suggestions/3151793-share-action-with-individuals-foundations


There are also at least 2 other suggestions for the same idea...

https://rediscovery.uservoice.com/forums/137015-raiser-s-edge-discovery-topics/suggestions/6440368-soft-crediting-actions-between-records

https://rediscovery.uservoice.com/forums/137015-raiser-s-edge-discovery-topics/suggestions/3644849-unable-to-link-one-action-record-to-multiple-const


If these suggestions were merged, there would likely be over 500 votes, possibly  making this one of the top 20 suggestions. Although, many of the top suggestions have been sitting at the top of the list for a while and BB has not been responding to them either in actions or comments. (Please see Re: Hello, Blackbaud, are you there?)


Personally, I know that often meetings or calls happen with an individual and the discussion/notes will cover the individual as well as foundations or other organizations that they are involved with and even other individuals.