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Action Types

Last post 01-23-2009 11:29 AM by Katie Kupiecki. 2 replies.
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  • 01-23-2009 9:28 AM

    • Katie Kupiecki
    • Top 150 Contributor
    • User Since: 2001
    • Posts 67
    • Organization: Borgess Foundation
    • Products:  The Raiser's Edge

    Action Types

    Reply Contact

    We have an abundance of action types, so we are looking to clean them up. Would anyone be willing to share their action types?  Thanks!

    Katie
    Borgess Foundation
    Filed under: ,

  • 01-23-2009 10:23 AM In reply to

    • Cindy March
    • Top 25 Contributor
    • Posts 230
    • Organization: Long Island University
    • Products:  The Raiser's Edge, The Researcher's Edge

    Re: Action Types

    Reply Contact

    Now that you mention it, we have way too many action types.

     This is what we have:  Event, mailing, planned giving, pledge payment, call, letter, Pharmacy Reunion, No Action, Scholarship Luncheon, Review, Cultivation, Stewardship, Tour, volunteer, meeting, News & Notes and Phone Call.

     

     

    Cindy March
    Associate Director of Planned Giving
    Long Island University
    cindy.march@liu.edu
    www.liu.edu/plannedgiving
    (516) 299-3913

  • 01-23-2009 11:29 AM In reply to

    • Katie Kupiecki
    • Top 150 Contributor
    • User Since: 2001
    • Posts 67
    • Organization: Borgess Foundation
    • Products:  The Raiser's Edge

    Re: Action Types

    Reply Contact

    We have 49 and counting, I'd like to get down to 10 or so.

    Katie
    Borgess Foundation
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