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Action Notepads

Last post 03-08-2006 11:37 PM by Trish Morgan. 5 replies.
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  • 03-07-2006 5:28 PM

    Action Notepads

    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
  • 03-07-2006 6:05 PM In reply to

    Action Notepads

    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

    Action Notepads

    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 Renzo
    • Top 150 Contributor
    • User Since: 2003
    • Posts 59
    • Organization: Scenic Hudson, Inc.
    • Products:  The Raiser's Edge

    Action Notepads

    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 Renzo
    Scenic Hudson, Inc.
  • 03-08-2006 11:42 AM In reply to

    Action Notepads

    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

    Action Notepads

    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]
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