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...

Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Changing Pledge Amounts for Appeals - more efficient method seeked. Procedures for handling divorced spouses. mass e-mailing Query of Event Participants Unanswered Posts: Action Categories, Action Types...

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...

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...

Has anyone created a list of action types along with definitions or some type of guide so staff knows which pertinent action type to enter? Thanks, Joelle Joelle J. Brown Avera McKennan Foundation Sioux Falls, South Dakota [Email Removed]

I'm not exactly sure what sort of information you are looking for. Can you be a little more specific about what you would like to know? Are you trying to identify what prospects should be pursued in this campaign? If so I have a couple of ideas that I can share. For action types, we use the following...