[quote user="BS"] Could somebody please tell me if there is a way to link many constituents to one action? It would make our lives a LOT easier. [/quote] Haven't tried to go at it that way: Action to Constituents. But I know you can do Constit to Action. if you have the constituents in...

Hi Audrey, The easiest way to accomplish your goal is to continue generating the letters through Follow Up Letters in Mail and on the General tab choose the option in the lower left corner to Create Action output query. This tool will create an Action query that groups the actions for which you have...

Hi Matthew, The easiest way to add the same action information to a large number of records would be to do the following: 1. From the Administration page, select Global Add, Action 2. Point to the query or group of records that were sent the mailing (or whatever action that you are adding), using the...

Global Add. Do a global add of actions and you can have an email sent to the group of people you are adding the action for. It is nice because it sends the email and records the action all at the same time. Look for the checkbox for this in global add action. *** I can spell, I just can't type. Where...

How do I globally add an action or note to 150 records. One of our alumns recently did a mailig for us asking classmates to join our Legacy Society. Since it was a small mailing, I would like this information on the records. Cindy March Long Island University Assistant Director of Planned Giving 700...

I'm in a debate with one of our development officers re: the use of Actions and Solicit Code. We recently started sending a monthly newsletters to certain donor segments. It makes sense to track these mailings through Actions by use of a global add. My co-worker wants a quick and dirty way of knowing...

You're right, doing global change on canvassers/solicitors is awkward as other canvassers with the same features can be affected. We usually add a new canvasser with the correct details (via Global Add), and then delete the wrong one (via Global Change). The only problem you might have is if the...

One way to do this would be to run your first query. Then do a global add in actions or appeals, whichever best applies. You could then run another query eliminating any records with this action. Janet Hutchinson Goodwill Industries of Colo Springs

Laurie, You could use Actions to notify you of the recurring gift - create Actions on each of their record and have the Actions sent to your email too. I believe you can do this as a global add as well. Becky Creamer Eisenhower Medical Center Database Manager Rancho Mirage, CA

Our business rule is set up to store the action but we still need to cut and paste the actual text of the e-mail into the action. Global Add is the way to send a group e-mail and have them all recorded as actions. You set up the global add for an action and you have the option to send an e-mail to all...