On my dashboard I would like to see all active actions whether created last year or this year. Current available selections are this week, last week, this month, last month, this qtt, last qtr, this yr, last year, this financial year, last financial year , but do not say all pending action. Yes this...

I use the Solicitor Action List dashboard and Action Summary Report to keep track of department activity. Why do I get a different number for total of actions between the dashboard and report? What fields do I need to complete on the Action Record for an Action to count toward a total?

I am a new user of the Raiser's Edge and am looking for a way to quickly access from the Home Page which constituents need to receive acknowledgment letters for new gifts. I've added the Dashboard Panel that lists recent gifts but need a way for our Development Director to see who needs to receive...

We have never used the Action feature of RE. I think that I pretty much understand it. We have 5 people in the office who will be using this. I need each person to be able to see on their Dashboard what Actions that others have set up. I have figured out that in order for each person see the actions...