Changes in Notes and Actions

We just noticed this change as well. I am frustrated because I just had several months of training everyone to use the Inbound/Outbound buttons in both NXT and database view and they have disappeared. Has anyone found anything on the What's New site that explains the change?

 

Add a new action from the "+" button at the top of a List (still) gives the old layout (at least for us).

Another negative to the new format, gift officers are reporting that their fundraiser/solicitor information is no longer auto-populating in the new action template.  That means a lot more clean up required on the back-end before reports can be accurately generated

Not happy with the new format or the lack of notice to the change.

The change is reverted in my NXT today. Which is even more confusing for the development officers I just warned of the changes.


Blackbaud, seriously. I would love to have some kind of a statement on this.

BB - I already changed a lot of my documentation when we saw this new view. Will you be rolling the new version out soon? If so, I want to proceed with the continued revisions. Otherwise, I will revert back to the old revisions. Knowing what direction you are going is extremely helpful.

Thanks Anthony. Good to know.

Dariel,

Thank you for the reply and I don't disagree with anything you posted here.  Ideally, none of this wouldn't have happened and we would have made this change with enough notice that everyone could have planned accordingly.  When that did not occur and the update hit, we had a flood of responses and some of those dealt with lost functionality which we cannot obviously have.  We could have moved to fix any of those areas quickly if they were identified or roll it back and reset to a more expected rollout workflow.  Given the fact that we are coming up on the weekend and disruptions to workflow would be increased due to the fact that everyone is probably working from home, we made the decision to pull it back and get back to a known state.  


We are definitely owning this release and it isn't a question of if, it is just a question of when this release gets pushed out again.  That will be sooner rather than later.  Change is hard, and if we can soften that blow then I felt that it was the right thing to do.

Hey Everyone,


We are getting ready to roll this update back out.  The plan for our SKY UX updates has always been to recreate existing forms the best we can.  This action form was one that proved difficult because the icons were created before we had our standard design practices in place.  The previous update did change too much and we heard that feedback and made the call to pull it back and re-evaluate.  Some of the changes are staying and some are being changed back to the what the form previously looked like.  In the end, we feel it is a great compromise and it meets all the accessibility and design standards we were aiming for. 





Returned:

The icons are back but they are new SKY icons and the size is a bit smaller.

The overall layout of the form is back, this is mainly seen with the date, time and location areas some of those fields (not all) were previously moved to a separate Appointment tab. 


Changes:

The Past and Future buttons are gone.  All options for the form now show and can be selected whenever without having to select past for previous actions and future for upcoming ones.  

The Attachments and Custom fields areas are now in a tabbed/sectioned form view instead of being buried at the bottom


This form will be pushed to all sites this week and we will have our documentation updated accordingly.  


If anyone has questions or concerns please feel free to let me know.


Thanks,

Anthony