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?