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. 

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 -

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