Good Morning! Does anyone have a Donor Contact form that they give to the officers to complete and return for entry (actions) into RE? I created a form at my previous employer and do not have access to that form anymore. Any help would be greatly appreciated. Thank you!

Actions

An annotation on the tribute records might work.....when you say specific action I think action track....which could be based on a query ....

Is anyone currently using the volunteer module in RE? We are setting it up and I would like to visit with someone that is currently utilizing that function. Also, I would like to visit with anyone currently using action tracks. Thanks

I'm in the same boat Melissa is and seem to be paddling around in circles with respect to setting up these actions tracks! I'd appreciate any help also - screen shots appreciated! - ( darcy.law@lcfh.org ) Thanks so much! Darcy, Lower Cape Fear Hospice

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"...

If you have Prospect Tracking or Moves Management reports that your organization is using would you kindly share sample templates with me? These could be custom or any of the standard RE reports. Thank you, Lori Hutson Annual Fund and Information Management Manager Planned Parenthood Arizona

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...

Coming in a little bit late here, but my organization has 46 letter types, and each letter has three to six sub-types for a total of 182 different letters. On any given day, any one of these 182 letters might need to be sent, and 95% of these letters include enclosures - informational brochures, EFT...

I am struggling with an action track that worked last year, but apparently has decided to not work this year and I need some help. We have an action track set up that is to be tied to a specific proposal. I need the solicitor on the action track to be the same as the solicitor on the proposal, but I...