Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
- In Administration, click Globally Add Records.
- In the Add options box, select Action.
- Click Include and select the records for which to add actions.
- Click Action information and enter the appropriate Action information.
- Click Save and Close.
- Click Add Now to add.
- Select Yes at the prompt Do you want to create Actions?