Raisers Edge Ch9

CHAPTER 9 ADDING ACTION NOTES AND CLOSING OUT THE PROGRAM Raiser’s Edge Software Training

Action Notes
Point and Click your mouse on the “Notes” tab on the New Action page
Click here to begin recording any Notes on the Action

Action Notes
Things to include in the Action “Notes” section
Use as much detail as you would like
Donor Intelligence
What was discussed during phone conversations
Copies of E-mail conversations
Minutes of Meetings held
These Notes MUST be recorded
Failure to do so will shine a negative light on YOU and the ORGANIZATION
It also keeps others out of the loop
It is important to keep track of what has already taken place
It is IMPORTANT to remember that Notes about a specific Action should be kept with that specific action NOT in the Notes tab of the constituent’s file

Save and Close
It is important to SAVE all information when you are done editing the Action Notes page
Once you are done with the Notes, click the “Save and Close” Button to save it before closing
When you are back at the General Action page, click on the “Save and Close” button at the top left to Save the new data to the constituent’s main record and close the file.

Click here to save all updated information to the constituent's main record and close the file

Raisers Edge Ch9

by amcmast

Accessibility

Categories

Upload Details

Usage Rights

1 Embed 2

Statistics

Raisers Edge Ch9 Webinar Transcript

Raisers Edge Ch9

by amcmast

Accessibility

Categories

Upload Details

Usage Rights

1 Embed 2

Statistics

Raisers Edge Ch9 Webinar Transcript

Let LinkedIn power your SlideShare experience

Let LinkedIn power your SlideShare experience

Customize SlideShare content based on your interests

Keep up to date when your LinkedIn contacts post on SlideShare