I've been browsing the Shared Documents section as well as the Blackbaud User site (blackbus.org). I'm looking for written definitions or guidelines different orgs use for their staff regarding when to use a specific Action Type (not just a list of what others are using for their actions). I...

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"...

Further to another post regarding Table Entry Definitions, a colleague and I had couple other ideas that we thought could be beneficial. - TABLE DEFINITIONS - At a higher level than the table entry definitions, have a synopsys of what the purpose of the table entries in a particular table should...

So a common issue that I have discovered working with Raiser’s Edge is that over time, people forget or don’t understand what the various table entries mean, and therefore start using them for reasons other than their intended purpose. Some of us do our best to document definitions in order to help...

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 use both at St. Albans School. We keep everything the same (cycle names, etc.) except as follows for the AG side: we use 'Completed' and 'Not Completed' for Action Statuses (as opposed to 'Open' and 'Closed' for Campaign proposals). And, also, since AG proposals are...