Do you write notes in the tab under Actions, or write notes under the individual note tab on the constituent?

We too are looking at what we're going to do. Right now this is just on paper, I haven't tested it yet. Create a Note Type of Naming Opportunities and store the actual name of the opportunity in the Description line. That way you can restrict access of the note type to the appropriate users and...

Is anyone currently using the Moves Management process in their RE 7 database? We have a new Development Director & we would like to implement this in our system. Suggestions? Comments? etc. [Email Removed]

Hey gang, We just upgraded from v6.42, and in that version we used Actions to track anyhting we did to a constituent. It was not used to plan for the future in the case of Alumni. For example, if we sent them a magazine, or they phoned us, or they updated their address, or whatever, it was added as an...

Our field staff (5 people) currently fill out a word document when they make a personal visit or other type of friend raising contact. Our researcher/writer then transfers the information to the note tab on the constituent record. I am suggesting that we start an action tract for this type of item. I...

I would like to get some imput from groups that use actions and/or notes for tracking information when contacting constituents. What are the advanages to using one over the other? We have a new Development person and they would like the staff to track all contacts with our constituents, what is the best...

Our school just cut over to RE. Regarding the "Moves Management" of a prospect, it appears the Prospect module works best for relatively small constituent number campaigns--like a capital campaign where the targeted number is low-- and for very select major donors. The required Actions...