I wonder if someone can help? I would like to attach mail to a constituent record in the actions section. This letter has already been sent out to a large group and is stored on my computer. Does anyone know how I can transfer this onto a group of constituents? Many thanks Orla.

Good Morning! Does anyone have a Donor Contact form that they give to the officers to complete and return for entry (actions) into RE? I created a form at my previous employer and do not have access to that form anymore. Any help would be greatly appreciated. Thank you!

Actions

Hi, I'm trying to figure out a way to create a query that will allow me to see the most recent action of a specific type on constituent records. For example, my manager wants to see a list of people she has met with and she wants the date that she last met with them. We have an action type of "Call"...

Hi Yunis, I have reminders in RE for recurring actions. I set up the action and when the action is completed I set up a follow-up for the next year. I do this for annual contribution reminders that don't have pledges associated with the gift. I also use my Outlook Tasks for recurring reports not...

Hi Debbie, Before we got the event module we tracked event participation in actions. The initial action was the invite mailing/email. We tracked RSVP's and attencence on an action attribute. By using either Mailing or Task/Other as your category, Action Type = Event and using the Document field with...

Does Raiser''s Edge have the ability to link an action/contact to more than one record? For example we would like to put the same contact on the CEO's record as well as the company. It is only 1 contact and do not want it to appear that this development officer had 2 visits. Any thoughts...

I find linking PDF's on the media tab to be problematic. If the linked files get moved you may lose the attachment. I prefer the action, but what ever works best for your organization is what you should use. Karen

Hi Sue, You can save as an action. We have our RE linked to Outlook with a button on outlook called create an action. I've attached my procedures. If you don't use Outlook you can forward the action, copy the whole file and add in the action notes as well. Hope this helps. Karen

We are having a debate about where actions/call reports should go and I would love some input. We are getting the to point, where some of our staf wants to add action/call reports on multiple records and I am a little concerned on the impact of that. Here are the situations that I have: 1. Situation...