Is there a way to put a note in RE that can be coded confidential and that only certain people can view?

Hi everyone, I really hope you will be able to help me out. We have just converted from our old database to RE and I am trying to work out policies and procedures for our data entry. One issue that I have come across is where to enter info and upload documents relating to an action. For example, we are...

Since we are not able to add PDFs to the notepad of an action record we wondered how others are handling this? Are you just adding them to the Media tab? Any suggestions would be great! Thanks!

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"...

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...