change how interactions are displayed.

When you add an interaction for a constituent who is also part of a group, that interaction appears on the group record as well.  For example, if I logged that I need to follow up with Bob Smith because I wanted to invite him to an event, and he was also a member of a cycle team (two unrelated experiences), that interaction would still show up on the cycle team group.  This is confusing and unnecessary for the group record to display individual contact that is unrelated to group activity.

 

Suggest that when you add an interaction for an individual, you have the option of copying said interaction to their other affiliations; otherwise, it is just for the individual.

  • Guest
  • Sep 3 2015
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Blackbaud
Reported Version 4.0
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