What is the difference between an action and a note?
An action is a specific step you take toward securing a donation from a constituent. An action is also a way for you to keep track of the communications you make concerning an event. Actions include meetings, mailings, telephone calls, and email messages. Notes, on the other hand, include useful information and messages with your records. Some records have a field for you to enter notes on the General tab, others have a note field on the Attributes/Notes tab.