Ability to link Events to Actions and Proposals?

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Alexandra Blasy
Alexandra Blasy ✭
Tenth Anniversary Name Dropper Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
I have some teammembers dedicated to working on event sponsorships. In order to track their ROI, they are recording their activity with the potential event sponsor in actions.

However, those actions are not able to be linked to a specific event. They are currently duplicating their actions within the event and even the proposal!


Any ideas???
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  • Aaron Rothberg
    Aaron Rothberg ✭
    Eighth Anniversary Facilitator 2 Name Dropper Photogenic
    Hi Alexandra-


    This is a difficult issue for sure. The only thing I can think to add is that if your staff enter the Actions under the Action Category of Task/Other, you have the option to attach a Proposal (within the same constituent record) which will cause the Action to be listed under both the Proposal Action tab and the Constituent Action tab. That doesn't help for Events, unfortunately.

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