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 have not been using Action Notepad types. However, since updating...it's now a required field. I don't want to be redundant and use same as Action Type. Would some of you be willing to share your Notepad types? Thanks! Evelyn Cox CARTI Foundation Systems Analyst

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

Hi Has anyone successfully used Notepads or Action Notes in a crystal report and combined it with using either boxes or lines when formatting the report? I have a report that includes both of the above which runs without any problem but when I try and make the report more readable by using boxes or lines...