Actions - sharing across constituents

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Howard Marmorstein
Howard Marmorstein ✭
Ancient Membership Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussion
Does anyone have a scheme to share actions?  That is, an action is really relevant for more than one consitiuent.  Right now, we create the action on each person which is not efficient.  Think of couples who have their own records, a person and the assistant (who each has the record),  etc.
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  • Nicole S
    Nicole S ✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic
    It certainly is NOT effecient.



    See this suggestion on the RE Discovery page...

    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



  • Amanda Johnson
    Amanda Johnson ✭
    Tenth Anniversary Facilitator 1 Photogenic
    Agreed - would be lovely to be able to share or soft-credit a specific action individual-to-foundation or spouse-to-spouse. Even better if you could mark a checkbox to automatically do so from spouse-to-spouse as with gifts.
  • Jane Kenny
    Jane Kenny ✭
    Ancient Membership Facilitator 1 Photogenic

    Howard Marmorstein:

    Does anyone have a scheme to share actions?  That is, an action is really relevant for more than one consitiuent.  Right now, we create the action on each person which is not efficient.  Think of couples who have their own records, a person and the assistant (who each has the record),  etc.

    https://re7.ideas.aha.io/ideas/RE7-I-47

    Please vote!!

     
  • Jen Claudy
    Jen Claudy ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    A link directly to the Idea that Nicole shared, but this link goes to the new RE:7 Idea Bank, instead of the old one...and no searching necessary.  =)
  • Jane Kenny
    Jane Kenny ✭
    Ancient Membership Facilitator 1 Photogenic

    Jen Claudy:

    A link directly to the Idea that Nicole shared, but this link goes to the new RE:7 Idea Bank, instead of the old one...and no searching necessary.  =)

    Her link went to the OLD idea bank.  It doesn't allow you to vote as it was moved.  I was trying to link to the new idea bank.  Finally figured out how to copy the url

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