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"...

One of the ways we currently track the activities of our team is through the use of Activity Types. We use Identify, Engage, Cultivate, Solicit and Stewardship in AF (Annual Fund), MG (Major Gifts), EV (Events), PG (Planned Gifts), & GR (Grants) - so we'd have AF Identify, MG Identify, EV Identify...

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...

I was wondering if anyone had a listing of "Action Types" and "Statuses" used with the various Action Categories they would be willing to share. Ours are redundant and repetitive of the action category.

I was wondering if anyone had a listing of "Action Types" and "Statuses" used with the various Action Categories they would be willing to share. Ours are redundant and repetitive of the action category.

We have an abundance of action types, so we are looking to clean them up. Would anyone be willing to share their action types? Thanks!

We are trying to determine how to enter contact reports in Raiser's Edge. Currently, we place them as actions and make the action type "Contact Report" and use the action status to define the type of contact report (initial contact, cultivation, solicitation and close). Under action...

If you don't have the Event module, probably the best place would be Actions. For things like this, we use an Action Type of Invitation, the Date of when the event is taking place and an initial Status of Invited. Put the name of the event in a Note Desription so it's visible on the main action...

This kind of action system was set-up by my predecessor here at our museum. Let me clarify that our development/membership office has about 40 staff members, I don't know if this system would be of any help in smaller offices. I have mixed feelings about using actions in this manner. Sometimes it...

Hello, Does anyone have a standard set or data entry rules for entering actions? Also, how many action types do you have? ie, meeting, solicitation, follow-up, LOI, proposal sent. What do you put in the description field in the notes section? Thanks for your input, our actions need some help. Veronica...