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Ability to map Action Notepad Type

When importing CC data into NXT via Omatic, the default for Action Notepad Type is "Added via Web View". This default is not effective in allowing us to report to our Board and stakeholders outcomes. After uploading actions we will have to manually change this field.Having the option to define or map this field will give us richer data and better metrics to report on.

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Susan Reid shared this idea  ·   ·  Report…  ·  Admin →
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  • AdminOmatic Software (Product Manager, Omatic) commented  ·   ·  Report

    Hi Susan! This default is Blackbaud functionality. Any Action Notepad added via the SKY API or manually in web view automatically is populated by Blackbaud with a Type of "Added via Web View". We don't have the ability to change that Type, because the field is not present in the API. I would suggest creating a Blackbaud Ideas Forum request to support the addition of Action Notepad Types.

    Thanks,
    Kristen
    Sr. Product Manager

Omatic Cloud: Raiser's Edge NXT

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