What is the best way to track donor recognition levels, and track the recognition that has been attributed to the donor? For example, if a donor gives at the $50,000 level, we may offer them tours, logo use, special plaques, and I want to track in raiser's edge as soon as someone gives at that level...

If you have Queue you can set it up to email action reminder reports to staff and it wouldn't take any of the supervisor's time. Good luck, Josh

How can user prompted for his outstanding actions on his login onto RE? I want a pop-up message for any of his (user specific) outstanding action on his login onto RE. How can RE pop-up for my pending action(s) for which I was notified and assigned. Use of dashboard is totally different and optional...

Hello, I would like to have my action reminders pop up in my email system as well. Unfortunately we do not use Outlook, but Groupwise (7.0). Is this possible? Hopefully someopne can help me!!

We are in the process of a capital campaign, and I am getting more and more gifts to be paid by credit card over a number of months or years. Of course, each has a different requested date (the first of the month, the 15th, quarterly, only on blue moons...). Other than manually creating Actions for each...

Is there a way to set up an action reminder to be recurring on the same day each year and appear on the home page?

Hi I'd also be very interested if you've managed to find any information or manuals regarding action tracks! I am currently trying to create some apparently impossible action tracks for my colleagues that include actions that need to come up at specific dates throughout the year (not related...

Hi - I am looking for a sample policy for sending reminders out on outstanding pledges. Currently, we have actions set-up in the constituent's record which appear on our home-page, but I would like to see how others handle these reminders. Thank you!

Ok..can you tell it is Event setup time. I was testing the event action feature which puts this on your outlook calendar. I am wondering if there is a way to see more info than the date, catagory in your outlook calendar. For example if someone is supposed to call a vendor and they put the task as phone...

We are entering a campaign and would like to use the Action Tab to set up reminders and to track "moves" for Major Gift work. Previously we used the Action Tab for most of our event work (For example, a lot of RSVP lists) and as a result our menus are very long. We are considering cleaning...