Hi Matthew, The easiest way to add the same action information to a large number of records would be to do the following: 1. From the Administration page, select Global Add, Action 2. Point to the query or group of records that were sent the mailing (or whatever action that you are adding), using the...

Hi folks, Thanks in advance for any help you can provide. Up until this point, our foundation has not used the action tab much. As we move forward, I'd like to incorporate the use of this tab into our operations more, so that we have a better idea of our contact points with donors. My question is...

Hi All, We've used actions to record all prospect contacts for years. With our campaign on the horizon my office would like to track around 30 specific prospects in detail and assign multiple solicitors with multiple tasks spread over time. So for example for one prospect the HOS should call for...

[quote user="Diana Bradley"] If a solicitor has contact with someone who is not currently a donor, how do you track that in Action Records? Do you add the contact to the donor database, knowing that they are not a donor? I don't like to put people in the database simply to track a contact...

If a solicitor has contact with someone who is not currently a donor, how do you track that in Action Records? Do you add the contact to the donor database, knowing that they are not a donor? I don't like to put people in the database simply to track a contact in Action Records. How should this be...

Does anyone have any suggestions as to how to add the Action Notes to an Outlook appt? The reminder that gets sent to Outlook seems useless without them.....(Blackbaud is apparently currently working on re-implementing this....) - thanks

Is anyone able to tell me if there's a categoric way of proving who has completed an action? We have a record where an action was completed on a particular date, and the properties for the action say that it was last amended on the same date by someone. Are these one and the same?

We have a new major gift team and they have asked that we create 3, 6, 9, 12, and 18 month strategies for their assigned prospects. We are using the proposals and actions to track individual actions. Does anyone else create these type of strategies and if so how/where do you manage them. Thanks for any...

One of the ways we currently track the activities of our team is through the use of Activity Types. We use Identify, Engage, Cultivate, Solicit and Stewardship in AF (Annual Fund), MG (Major Gifts), EV (Events), PG (Planned Gifts), & GR (Grants) - so we'd have AF Identify, MG Identify, EV Identify...

Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Changing Pledge Amounts for Appeals - more efficient method seeked. Procedures for handling divorced spouses. mass e-mailing Query of Event Participants Unanswered Posts: Action Categories, Action Types...