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

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...

Hi there. I have a question for those people who are using RE ver7.85. I understand that in the Actions window, there are now 3 tabs, including a seperate tab for Notes - and that this tabs is similar to the 'Notes' tab in that you can select a Notepad type from a drop-down list? If this is the...

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...

We track visits/contacts by actions in RE. In addition to the notation of a contact as an Action we also create what we call "contact reports" created in Word. A paper copy of this is filed in the personal paper folder. My question is rather than actually attaching the Word document to the...

Looking for established processes on entering in actions with corresponding reports on action information. We are trying to establish a moves management process and ensure that the details of entering in actions, including types, notepads etc. is included. Thanks in advance for any help or documentation...

How can manage the notes on an action? I want to be able to iterate through (and edit) all notes associated with the action! I can access the first note in the collection using the following below. Thanks Dim actionID As Integer = 1234 Dim oAction As New CAction() Try oAction.Init(sc) oAction.Load(actionID...

We use the action notes to let us know when there is a gift to be processed on a recurring basis.

Hi We just converted to RE7 and I am senting up the Action Note Types. I am interested to know what types other people have created. Thanks very much. Carmel Carmel Boerner Director of Development Operations USC Law School Los Angeles, CA Phone: (213) 740-6425 Email: [Email Removed]

Our major gifts people are looking for ideas of note types which are used on actions and when and why they might be used. Mary Ellen Keranen North Shore Senior Center [Email Removed]