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Action Notepads
Action Notepads
Last post 03-08-2006 11:37 PM by
Trish Morgan
. 5 replies.
Page 1 of 1 (6 items)
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03-07-2006 5:28 PM
Evelyn Cox
Posts
10
Organization: CARTI Foundation
Action Notepads
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We have not been using Action Notepad types. However, since updating...it's now a required field.
I don't want to be redundant and use same as Action Type.
Would some of you be willing to share your Notepad types?
Thanks! Evelyn Cox
CARTI Foundation Systems Analyst
Filed under:
action notepads
,
action types
03-07-2006 6:05 PM
In reply to
Peter Gulka
Posts
210
Organization: St. Paul's High School
Action Notepads
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We only have one - "Action Background". The only content our staff puts in there is things that don't necessarily fit in any other spot on the Action record. Usually it is details about the meeteing/event/whatever that the Action entailed. Peter Gulka Database Administrator NAIT Development Office Edmonton AB Canada email: [Email Removed] www.nait.ca/buildingondemand
03-07-2006 6:31 PM
In reply to
Elizabeth Brokaw
Posts
25
Organization: PACE - Performing Arts Center Eastside
Action Notepads
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We too only use one, Action Note, and include notes about the meeting, phone call, etc. The details. Elizabeth Brokaw Database Coordinator Performing Arts Center Eastside (PACE) Bellevue, WA [Email Removed]
03-08-2006 8:53 AM
In reply to
Veronica D'Amico
User Since: 2003
Posts
44
Organization: Scenic Hudson, Inc.
Products: The Raiser's Edge
Action Notepads
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We have been talking about this too, seems kind of silly to need another type but we have letter, email, conversation and other. I told my coworkers that we need to clean up the Action type table on the General tab before we discuss the notepad. Veronica [Email Removed]
Veronica D'Amico
Scenic Hudson, Inc.
03-08-2006 11:42 AM
In reply to
Elaine Tucker
Posts
182
Organization: St. Mark's School of Texas
Action Notepads
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So far we only have one "General". The details, comments or other informatin that does not have a field is put in there. Elaine Tucker Stewardship Coordinator St. Mark's School of Texas www.smtexas.org [Email Removed]
03-08-2006 11:37 PM
In reply to
Trish Morgan
Posts
53
Organization: Pathways Hospice Foundation
Action Notepads
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Contact
We use: Report Notes - these are notes that should go into a Crystal report that we regularly run on our top prospects Email Notes Phone Call Notes Constituent Notes Reason for Action ToDo Detail Letter Notes Meeting Notes Trish Morgan Associate Director Pathways Hospice Foundation [Email Removed]
Page 1 of 1 (6 items)