We're getting serious about Moves Management and are starting to plan for what kind of Action Tracks we'd like to set up. I'm curious as to what others have done, specifically what your track for "Major Giving", "First Time Donor", or "Planned Giving Prospect"...

We have some REALLY disorganized tables for Action Types and Action Notepad Types. If you throw the Action Category on top of it all, it's almost impossible to enter an action without getting confused, which prevents us from tracking information in any useful fashion. Would any of you be willing...

We upgraded to RE 7.7 last week. We are having trouble deciding how to use the new notepad function in actions. There are two main questions: 1)What notepad types did you create, that are different then the action type, category or status? We have complaints that we are duplicating our efforts. 2)We...