How can user prompted for his outstanding actions on his login onto RE? I want a pop-up message for any of his (user specific) outstanding action on his login onto RE. How can RE pop-up for my pending action(s) for which I was notified and assigned. Use of dashboard is totally different and optional...

Actions not attributes is how I would proceed on most of what you list. You can create action tracks, which essentially tell you what to do next, after each action. Also, you can set reminders for actions, which is helpful. Denise Stengl School Sisters of St. Francis Milwaukee, WI [Email Removed] Don't...

Please advise. We would like to create Action Tracks to keep tabs on our interactions with foundation funders - from internally routing grant agreements, returning terms and conditions to funders, and official acknowledgements to scheduling deliverables, sending reminders to project staff writing reports...

I haven't actually used action tracks yet but can't you use that to set up a 10 year annuity payment action track where there are 40 actions (4 quarterly reminders each year). Has anyone else used action tracks for anything similar to this? Melissa S. Graves Manager, Development Database &...

Hello. I am working on an action track for our major donors. This is mainly for our development officer in charge of stewardship. There are two problems: 1) RE does not link with our email system so we cannot receive reminders from RE 2) The Stewardship officer is a luddite and will not check her RE...

Is there a way to set a recurring reminder? For instance, if you want to be reminded to do the same action once a month. Vicki P. Mayhew Office of Alumni & Development Montgomery Bell Academy Nashville, TN 37205 (615) 369-5369 [Email Removed]