Hi all! First post. If my question has already been answered elsewhere, please just direct me and I'll read, and save you the trouble of bringing coal to Newcastle. I'm interested in doing two things to several external (.csv) lists of constituents: a) Globally adding an appeal and package to...

Good afternoon everyone, I've recently started an internship and have been asked to assist in cleaning up some constituent records and appeals. Apparently there have been a few different methods used in the past and they are going to agree on best practices from this point forward but want to make...

I am looking for best practice sharing. When inputting a grant proposal do most people input this into Appeals or Actions and why?

I just want to preface this post by saying that I am already clear about the difference between actions and appeals; my question is a bit more specific. I have a situation that may require the use of both an action and an appeal. We have an annual gala event every fall. Prior to sending out invitations...

We set up an appeal for one of our fund raising activities. When I do the thank you should it be an action for the appeal or a constituent action? Or can I have it be both?

I am doing an informational mailing - sending out some general planned giving information to my long term donors. I am not asking them for anything. Should this be an action or an appeal? Can it be both? We are new at this and I'm confused. Thanks in advance for any help! linda

I am considering using action tracks for a few of my upcoming tasks for 2005. I am starting to schedule all of my deadlines for the year 2005 and thought that Action Tracks might be helpful. Some of my duties include: writing proposals writing/coordinating appeal letters coordinating small special events...

Hi all For a long time we have been using Actions for recording who attends our alumni functions. It works well (and we have no plans to purchase the Events module) until we come to assessment/statistics. Now i am wondering if we should also double record and record function info in appeals - then we...

I am trying to figure out an organized approach to begin coding constituent files for segregation of appeals so that we don't end up sending multiple mailings to the same people. Has anyone done this before? One thought was to run a list a list of names for a specific appeal, pass it around to all...

That might work, except that I'm dealing with over 100 prospects, and I worry also about double entry on records. When our consultant was here, he gave me a good rule of thumb between actions and appeals: An Action is something you do to 25 or fewer constituents at a time, an Appeal is 25 or more...