For those of you who maintain separate, but linked, spouse records in RE, how do you record Actions? Specifically, if you speak with Mr. Smith you will, of course, put an action on his record. Would you then duplicate it on Mrs. Smith's record? If not, you would need to look at both of their records...

I'm in the same boat Melissa is and seem to be paddling around in circles with respect to setting up these actions tracks! I'd appreciate any help also - screen shots appreciated! - ( darcy.law@lcfh.org ) Thanks so much! Darcy, Lower Cape Fear Hospice

Hi All, We've used actions to record all prospect contacts for years. With our campaign on the horizon my office would like to track around 30 specific prospects in detail and assign multiple solicitors with multiple tasks spread over time. So for example for one prospect the HOS should call for...

My organization(an art museum) is trying to create a more stream-lined and effective method for prospect management in RE. I've been researching other organizations' moves management procedures, watched Drew Allen's very informative presentation, but I'm still left with some questions...

Hi there, I was wondering what ways do people use the Action tab in Raiser's Edge. My organization maybe getting into moves management. I was just wondering how people manage and approach this menu. Elizabeth

Does anyone use the prospect module for moves management for their annual asks as well as for major gift proposals? We currently track our 1000 or so MG prospects through proposals and actions, but we are moving toward tracking the annual asks for these constituents as well as for other high end annual...

We are starting to implement a calculated moves management strategy at our college and want to track this well in RE. We do have the prospect module. Would anyone be willing to share strategic policies/procedures regarding tracking moves management with actions and the prospect tab? I am looking for...

I am trying to find the most effective way to use Raiser's Edge to support moves management for a campaign. Can someone suggest a good strategy for using Actions and Notes that will support the most efficient reporting for campaign volunteers. The "canned" reports for actions seem...

Hi Amy- We just started to implement actions for moves management purposes, and we cleaned up the tables, etc. Here are a few of our tables: Action Locations: Donor's Home Donor's Office (OUR LOCATION) Other Restaurant I have seen other orgs with stuff like different conference rooms, etc. Action...

Does anyone have a Moves Management Report they could share. Please reply directly to me. Thanks. Carol Brouillette [Email Removed] Washington National Cathedral Washington, DC