Adding to the Actions box

[Jeremiah]

I would love to be able to search for a prospect in the People search box that’s always available, go straight to the prospect profile, and be able to have the options of recycling a prospect straight from the action box in the profile, and also to have the option of upgrading/starting an agreement from the profile action box. This was a function I liked in the old system, and I miss it! Having to go to the Prospect section just to do either of these is another step that I would love to cut out.

[Jeremiah]

Also, I have the exact opposite problem with e-requests: I can’t do them from Students or Prospects, ONLY from the person’s profile. <span style=”line-height: 1.5;”> It would be very helpful if all action boxes everywhere had all the same options available, whether in Profile view or in the list of prospects or students/buyers. </span>

[Master Toby Milroy]

Hi Jerimiah!

Thanks for that!

We’re continuing to unify the action menu. There are a couple “back end” constraints when it comes to Erequests as they relate to agreements specifically.

If a student has more than one agreement, or is in more than 1 program, etc…things start to get hinky pretty quickly.

However, our intent is to have a more and more unified set of actions (everywhere) as we continue to move forward. You’re totally on the same page.

If you could, I’d love to hear of “other” actions that you might consider useful (excluding Erequest/agreement related actions) for fodder as we continue to ‘tweak’.

Thanks again for all your help!!!

[Master Toby Milroy]

Done and more to come!

[Author]

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