Emails do not automatically populate in action notes when Globally Add Action/Email

Body text of an email is not automatically populated in action notes when using Global Add Action or Email
We are currently evaluating this issue and will update this article when we have more information.

Steps to Duplicate

  1. Administration - Globally Add Records
  2. Add: Action
  3. Include: All Constituents
  4. Tick the box to 'Send email Message?' to each constituent
  5. Preference: Email
  6. Click Action Information button to enter action details
  7. Category: Email
  8. Status: Completed
  9. Tick the 'Action completed on <current date>
  10. Save and Close (NB: No notes has been added to Notes tab)
  11. Click Add Now
  12. Enter the message subject and body and send email
  13. When view the action, no action notes added
The workaround will add the notes to the actions twice as it will be added by Raiser's Edge and by the user when editing action information.


 Raiser's Edge

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