Actions and Reminders in The Raiser’s Edge
Have you or your gift officers missed appointments or not rescheduled them for coworkers who were out sick? Do you know what constituent visits are planned in the coming months? Actions can be a vital tool to keep track not only of constituent history, but also of what you have planned for the future.
Actions can be created inside a constituent record or directly from the Records page in the Actions area. When you enter Actions, you can specify an overall category, define a specific type of action (based on a customizable table in Configuration), and indicate the date that the action will occur. If this is an action that a solicitor or gift officer should be involved in or be aware of, you can associate one or more with the action. Then, reports such as the Tickler Report or dashboard panels like the Solicitor Action List or Constituent Action List can help keep you informed about what has been done or is planned.
You can have reminders for the actions you enter appear in The Raiser’s Edge on the Home page of one or more users or even have the actions appear in their Outlook calendars. To have the action appear in a user’s Outlook calendar, you can associate his or her Outlook name with the username in the Security area of Administration. This option is available even if your organization does not integrate The Raiser’s Edge with Outlook.