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Action Entry and Reporting

Last post 03-10-2008 11:09 AM by Douglas Clinton. 2 replies.
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  • 03-07-2008 1:55 PM

    Action Entry and Reporting

    Reply Contact

    Looking for established processes on entering in actions with corresponding reports on action information.  We are trying to establish a moves management process and ensure that the details of entering in actions, including types, notepads etc. is included.  Thanks in advance for any help or documentation. 

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  • 03-10-2008 10:39 AM In reply to

    • Rebecca Schafer
    • Top 25 Contributor
    • User Since: 1999
    • Posts 136
    • Organization: Big Brothers Big Sisters of Central Indiana
    • Products:  The Raiser's Edge

    Re: Action Entry and Reporting

    Reply Contact

    I wrote a fairly basic procedure on entering Actions so that might get you started.   I'd like to post the procedure on Blackbaud's web site, but I can't seem to locate where to do that.  Can someone walk me through that?

    Thanks -

     

    Rebecca L. Schafer
    rschafer@bbbsci.org
    317-472-3713

  • 03-10-2008 11:09 AM In reply to

    • Douglas Clinton
    • Top 10 Contributor
    • User Since: 2005
    • Posts 321
    • Organization: Blackbaud, Inc.
    • Products:  The Raiser's Edge

    Re: Action Entry and Reporting

    Reply Contact

    Hey Rebecca, here's how you attach a document to a post:

    1. Create a new post.
    2. Go to the Options tab, click the Add/Update button.
    3. Browse to the location of the attachment and click Save.
    4. Click Post to post the message and your attachment.

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