Actions are used to track various communications made between an organization and its constituents. An action can be past, current, or future. By entering all contacts made, users are able to establish a history of communications between their organization and the constituent. Some examples of Constituent actions include telephone calls, meetings, lunch appointments, follow-up calls, letters, etc. For more information on actions, refer to the Actions chapter of the Constituent Data Entry Guide (PDF). This guide can be accessed from with The Raiser's Edge by selecting Help, User Guides from the menu bar, then click Records. 

Appeal actions are used to specify when certain processes related to the appeal occur. For example, for a Summer Mailing appeal, users can create actions to “Verify Addresses,” “Finalize brochure,” and “Send to Mailing House.”

Event actions are used to track any communication referencing this event, as well as the tasks associated with these communications. For example, for a Golf Tournament, users may create actions to "Send out handwritten invitations", "Mail schedules for the event", and "Make follow up phone calls". 

Proposal actions are used to document detailed actions an organization intends to follow in pursuit of a donation. These actions are then linked to the proposal. Some examples include, but are not limited to, dinner meetings, follow-up mailings, and/or phone calls to the prospect.

NOTE: All Proposal actions are also recorded on the Actions tab of the constituent record.  Therefore, the Actions tab of the constituent record will show all actions of the constituent, including Proposal actions. However, the Proposal Actions tab will only show actions for that specific proposal. 

To add a Constituent action:

  1. Click Records, Actions
  2. Click New Action
  3. Fill out the appropriate information on the General and Attribute/Notes tabs 
  4. Click Save and Close 
OR

Add the action from the constituent record by selecting the Actions tab and following the instructions above.

OR

If adding the same action to multiple constituents, globally add the action.


To add an action on an Appeal:
  1. Click Records, Appeals
  2. Select the Actions tab and click New Action
  3. Fill out the appropriate information on the General, Attributes, and Notes tabs 
  4. Click Save and Close
To add an action on an Event (only available with RE:Events):
  1. Click Records, Events
  2. Select the Actions tab and click New Action
  3. Fill out the appropriate information on the General, Attributes, and Notes tabs 
  4. Click Save and Close

To add an action on a Proposal (only available with RE:Search):
  1. Open an existing Constituent record
  2. Select the Prospect tab
  3. Create a new Proposal or open an existing Proposal
  4. Select the Actions tab and click New Action
  5. Fill out the appropriate information on the General, Attributes, and Notes tabs 
  6. Click Save and Close