Jessi Wilcox

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Articles

Recent activity by Jessi Wilcox Recent activity Votes
  • Action Builder Update | Version 3.7.2

    Enhancements: Upload Improvements Uploading will no longer require a summarizing step and the information displayed on the upload page will change.  Instead of a summarizing step, users will be ask...

  • Action Builder Update | Version 3.6.3

    Enhancements: Topline Changes Toplines can now be set on Connections, allowing you to display an entity's connection with other entities in the topline.  Additionally, we've edit the Top Topline, s...

  • Action Builder Update | Version 3.0.2

    New Features: Quick Apply You can now add or remove information for more than one record from the Wall Chart.  You can use this feature in conjunction with the query builder in order avoid download...

  • Action Builder Update: Oct 2020

    With the election just around the corner, Action Builder has updated a few features to help partners who are focused on the election and to prepare for organizing into 2021.  Here are a few highlig...

  • Action Builder 2021 Update: AB-42

    "AB-42" is our biggest refresh yet! It provides organizers with improved ability to track contact information, customizable fields and responses, notes and assessments about basically anything, and...

  • Version 1.8.0

    New Features: Quick Check In We have added the option when creating a task use Action Builder for a check in.  When enabled, this feature allows you to set a default response(s) to a field and give...

  • Version 1.7.1

    New Features: Upload On Custom IDs Organizations that use Custom IDs will now be able to upload on their own Custom IDs instead of needing to use Action Builder ID.  When uploading, users will be ...

  • Version 1.4.3

    Enhancements/Tweeks: Load Time Reduction Queries in the system have been optimized to increase load times.  Users should experience vastly reduced load times for Field Administration, Campaign Cust...

  • Version 1.5.0

    New Features: Number & Date Field Types When creating new fields in Field Administration, you now have two new field type options when creating a new field.  The new types work similar to the Note...

  • Version 1.4.0

    New Features (Version 1.4.0): Optimized Driving Directions for Tasks If a user is assigned a task with fewer than 21 people with valid addresses they will be able to get optimized driving directio...