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RE7-I-3670 Idea - create one action for multiple constituents in NXT

Stephanie Hughes

For this new functionality that was just delivered, how do other users plan to account for the duplicate entries when tracking actions by fundraiser? Each time you copy the action counts as its own entry. So if you have ONE meeting and copy it to the records of SIX family members, this will show up as SIX meetings. Does anyone have any thoughts?

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Faith Murray

I imagine this would have to do with the policies in place at your org for entering Actions. I would only see copying family members on the Action if the family members were present at the meeting. Then, if that's the case, your fundraiser has had facetime with 6 donors, information which is valuable to include when measuring touchpoints in donor plans. No different than visiting with 6 donors all at one event banquet and recording those as separate Actions even though they happen at a single location. However, if the family members were not participatory, I would not copy them on the Action. Just my thoughts?

Vered Siegel

This is an interesting use case!

Most folks I know have performance metrics for fundraisers that don't want to see six identical Actions entered for six separate family members but only one actual meeting happening, it sort of inflates the number. Yet you still want to know who was involved. I can see why you'd want a policy.

I have only tested this on my sandbox database, but could you consider using the priority flags in cases like this? Same Action across all records, but flag one as High (the !) and the rest as medium (no flag) or low (downward arrow), and define those priority levels across all Action entry, counting only the high priority Actions as countable for fundraiser performance metrics?

I'd love to hear other ideas from the Community as well.