Setting up a recurring action

Christine Gingerick

I want to set up an annual reminder for the gift processor to fulfill a gift-in-kind pledge once a year.  We have a multi-year contract with a vendor who is providing free parking for our patrons and the CEO wants it reflected in RE with the full value of the contract recorded as a pledge, and then once a year to process a gift-in-kind payment of the pledge.

I want to set up a post dated action with an e-mail reminder to go the day before each year.  I've set up the first post dated action; can I copy and past or duplicate that action?  Or set it up as a recurring event for 10 years?


Thanks.

Elaine Tucker

We have these quite a bit, some are monthly, some are annual.  What I do is I create an action type Task/Other with the "due date"

When I have completed said action, I add that particular action with "today's" date i.e. Annual Receipt sent ect.. and then update the date on the Task/Other action to the next due date.  This keeps the action tab a little cleaner and easier for me to manage instead of trying to add actions 10 years in advance.

Nicole S

You should add your comments to the discovery page

Recurring Actions

Have an option to create recurring actions in Raiser's Edge like you can in Outlook. For instance, I have dozens of grant applications that are due on the same day every year. It would be nice to be able to set these as recurring actions (E.G. XXX Foundation due every August 1)so that I don't have to manually go through my actions and create a new action each year.

 

Faith Murray

Seconding Elaine's post. My predecessor used to set up one action for each recurring due date, meaning that there might be 12 identical Actions in the system, one for each time the pledge came due. This REALLY clutters up the Action tab - unnecessarily, in my opinion. It is possible to create a Follow-up Action once you mark the first one completed, but myself, I don't even mark it completed; I just change the due date on the original Action forward to the next recurring interval.


Would be really nice to have a "Recurring Action" type. I would vote for that idea. Sadly, it seems that BlackBaud is putting most of its brain power into RE NXT and leaving plain ol' RE behind...

Christine Gingerick

Thanks to everyone for your thoughts.  I think I'll go with setting up one post dated action and then updating each year with a new due date.