1 votes

As well as my previous post for connected activities/soft credited transactions to appear in the correct date on all timelines, it would also be useful to have the following:

1/ Be able to click through to connected activities from the connected constituent's timeline. Example Mr X has an Activity Note about his fundraising history which is connected to Mrs Y who introduced him. On Mrs Y's timeline, you can see there is a connected note but you can't read any more than a few words of preview and you can't click through to the full activity, meaning you have to search through Mr X's timeline to find it.

2/ Be able to connect more than one constituent to an activity in the same way you can soft credit multiple constituents.

Thanks!

Suggested by: Lindsay Fisk Upvoted: 28 Sep Comments: 0

Under consideration

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