Hi, I'm a new user of RE and we've had so many hands in the system that I'm trying to research the best way to track prospects without purchasing the optional module. The module may be an option but right now I'm looking at Actions to track. Does anyone have good policy/procedures using...

Hi Joan, I have posted several parts of my manual on the Blackbaud website. My manual is actually over 75 documents totaling more than 175 pages so it is done in groups. Log in on the Blackbaud website, click on Support and Forums; under the Raiser's Edge Forum you'll see the Client Shared Document...

Hi all. Next installment, this one deals with actions in RE. I removed the Action Track information from this package as it was in my Action Track group, imagine that... I'll post the Action Tracks a bit later. Karen

I was wondering if anyone had a listing of "Action Types" and "Statuses" used with the various Action Categories they would be willing to share. Ours are redundant and repetitive of the action category.

We have started to use actions to plan for an upcoming campaign. I am wondering where others have entered notes concerning the action (email, coffee, lunch, sending a personal note)? Do you enter the note in the note section of the action, under the Notes tab, or both? We are struggling with making a...

Glad to have you on board, Patty! Regarding policies and procedures manuals, there are several client documents on the forums that you can access by clicking the Client Document tag from the Popular Tags menu (right-side of the forums page). Within the Client Documents section, you can search on "procedures"...

We are starting to implement a calculated moves management strategy at our college and want to track this well in RE. We do have the prospect module. Would anyone be willing to share strategic policies/procedures regarding tracking moves management with actions and the prospect tab? I am looking for...