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

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

I come from a professional services sales background where I have used CRM software in managing client relations for the last 20 years. When I started in this current non-profit I was introduced to RE and found that it did not cater for opportunity tracking and other CRM features that have long been...

Does anyone have a moves management strategey that they would be willing to share or post to shared documents. Not how to use the action tracks but what your actual moves are ie: invitation, meeting with the Dean, campus tour and so on.

We have adopted a great system from another UNiversity and are finding it is working really, really well. We have altered our Prospect tab (code tables, fields, attributes, use of action tracks) to track over 200 major donor prospects. We have a moves management flow that also assists us in tracking...

Does anyone have an existing procedure on how to use Actions as tracking for moves management?

We are looking to track Moves Management in Raiser's Edge for our Major Donors. What is the best way to do this? Thanks, Richard Bray Catholic Community Services Seattle

Does anyone have any ideas on how to report on Move Management/Action Tracks with the goal of producing a report that someone else could review to see the status of the top 25-50 major donors (and what moves need to be done). Thanks, Richard Bray Catholic Community Services Seattle --- Edited at 4/20...

I'm interested in learing how others use the Prospect tab and associated actions under the "Proposal" field to track capital campaign prospects. In particular, I was wondering if you use Crystal to develop an executive-level report of actions to be completed in a given time period...

We use Moves Management and are about to convert to RE7. Anyone feel they are using Action Tracks successfully that I could speak with? I'm having difficulty seeing much benefit/time savings - but I could possibly be clueless. Email me with your phone number so I can call you, or you can reach me...