What's New: Filters For A Constituent's Notes And Actions
Published
To help ease scanning of a constituent's record, you can now select Filters under Notes and actions and choose whether to view either notes or actions, or only specific types of them. Previously, all the constituent's notes and actions appeared together. For more information, see the Notes Help or Actions Help.
News
Blackbaud Raiser's Edge NXT® Blog
07/03/2018 12:32pm EDT
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For the second record, there are 24 combined notes and actions. The four oldest – 5/30/2018, 6/25/2018, 6/28/2018, and 7/9/2018 – don’t display with the filter. These are the oldest records over the 20 limit.
This brings up a good point though. The docs should explain that the tile shows the 20 most recent - or upcoming - notes and actions. I'll certainly clarify that in the topic :)Â
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