Mobile App - Action Items

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Alex Tiscareno
Alex Tiscareno ✭
Ancient Membership
in Blackbaud Raiser's Edge NXT®: General Discussion
Greetings, Forum Readers! We are testing the new mobile app and noticed the following: 1. Action Items created on Tuesday afternoon do not appear on the Mobile App for any tagged solicitors or the creator on Wednesday. 2. If your workstation version of the Action Item requires input of certain attributes for tracking, there is no way to enter these on a Mobile App. Does anyone else have this situation and if so, what is your workaround? (@Dawn.Hollowell...are there any plans to have an attributes entry feature?) Thanks to all for any feedback! Alex Tiscareno Database Manager The San Diego Foundation
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  • Dawn Hollowell
    Dawn Hollowell ✭
    Ancient Membership First Reply
    Alex Tiscareno:
    Greetings, Forum Readers! We are testing the new mobile app and noticed the following: 1. Action Items created on Tuesday afternoon do not appear on the Mobile App for any tagged solicitors or the creator on Wednesday. 2. If your workstation version of the Action Item requires input of certain attributes for tracking, there is no way to enter these on a Mobile App. Does anyone else have this situation and if so, what is your workaround? (@Dawn.Hollowell...are there any plans to have an attributes entry feature?) Thanks to all for any feedback! Alex Tiscareno Database Manager The San Diego Foundation

     Hi Alex - there is a Knowledgebase article to get your set up correct to ensure actions show up for solicitors.

    Regarding attributes, this is not something that is planned for a future release, but we continue to listen to customer needs. If you haven't already entered this into User Voice, go ahead and do that so we can track it and customers can vote on it.

  • Justin Dishong
    Justin Dishong ✭
    Ninth Anniversary First Reply
    Hi,



    Same here. I think it would be nice to offer the option to add participant attributes. We use it for T-Shirt size and things like that.
  • Joel Raasch
    Joel Raasch ✭
    Tenth Anniversary Facilitator 1 Name Dropper Photogenic
    Adding action attributes from the RE Mobile App would help our org. If you agree, vote for this idea on the UserVoice: Mobile App - Add action attributes. Here's a link to it: https://rediscovery.uservoice.com/forums/137015-raiser-s-edge-discovery-topics/suggestions/3283324-mobile-app-add-action-attributes

    Thanks,

    Joel

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