Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Adding interactions to the owner's record

When adding a constituent interaction to a record the owner of the interaction does not receive a copy on their constituent record. You must add the owner as a participant on the interaction if you want them to have a copy of the interaction on their record

  • Guest
  • Feb 3 2017
  • Reviewed
Constituent Records
Customer references Speed Art Museum
  • Attach files

Related ideas