10
Select unique action type for a Bulk Letter Run
In progress
Feb 1, 2023
Add dropdown to Bulk Letter Run creation allowing user to select an action type to be applied to all letters generated in that run
If no action type selected from dropdown, default organisation-wide action type will be applied
NB only applies to constituent bulk letter runs as gift letter creation currently marks the gift as acknowledged rather than creating an action
Comments
Agreed, this is very important to our clients who have clear stewardship workflows and contact constituents on a schedule. We have had to do many cleanups because users didn't remember to change the action type first.
This one trips me up all the time. I have to go back and fix a bunch of actions I made with the wrong type because I forgot to change it on the settings page first
Very useful.
I agree this would be very useful. A default organisation-wide action type does not give much information as by its nature, it's generic. It's only by clicking on the attachment that you can see what has been sent. But it would be better to have a quick overview by Action Type without the need to do so. This also reflects back in Database View, as the attachment does not.