Link the same action to more than one constituent through Web View

While global add enables adding the same action to a large number of constituents, there are frequently instances in which an end user without rights to global add or even access to database view would like the same action to appear for a small number of constituents, generally two or three. It would be helpful particularly for major giving efforts if end users could link the same action to more than one constituent - or easily copy an action from one constituent to another.

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  • Jan 19 2021
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