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.

To mark a single action as completed:

  1. In Records, click Actions
  2. Open the appropriate action
  3. On the General tab, mark the Action completed on checkbox
  4. The date value defaults to today's date. Enter a different value if appropriate.
  5. Save and close the action

To globally mark actions as completed:

  1. Create an action query of the records to change
  2. In Administration, click Globally Change Records
  3. In the Action category, highlight Action and click New Change
    New Change
  4. On the Global Change - Action screen, click Include, Selected Actions and select the action query created in step 1
  5. Under Available Fields, select Actions, Completed and select to replace Unchecked with Checked.
    Edit Change Parameters
  6. Click OK
  7. Under Available Fields, select Actions, Completed Date
  8. Select Add as the Operation and enter the appropriate value in the Add field
  9. Mark the Overwrite existing values checkbox
  10. Click OK
  11. Click Change Now to complete the change