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.

  1. In Administration, click Globally Add Records or Globally Delete Records
  2. In the Add or Delete options box, select Action
  3. Click Include and select the records for which to add or delete actions
  4. Click Action information and enter the appropriate Action information, or if deleting actions, click Delete Options and select the appropriate filters to include only the actions to be deleted
  5. Mark the appropriate checkboxes at the bottom
  6. Click Save and Close
  7. Click Add Now or Delete Now to add or delete the action