Actions

Barbara Van Handel

Those of you that are using actions for your solicitors.  What are your recommendations for setting up action types? Is there any way to set up different action types for each action category? Do you have any procedures set or action tracks that you could share?

John Heizer

Here's my "active" list.  The inactive list is about 4 times longer (yeah, I've got a lot of cleanup to do some day).  The key is to keep to the bare minimum.  You don't need an action type for everything you might do, only for broad categories that you might need to break out for reporting. Appointment Request Attempted Contact Casual/Event Contact Committee/Task Force Meeting Constituent Response Cultivation Discovery/Research Donor of the Day Announcement Event Invitation Financial Report Follow up Grant Budget Letter of inquiry Meeting Pledge reminder/Invoice Prospect Referral Prospect Strategy Reimbursement Request Report Submission Site Visit/Tour Solicitation Stewardship Thank You Call/Card Usage Volunteer Thank You Call