Action Tracks/Moves Management

Donna Hren

We are going to start to use the action tracks and I am wondering if there are any tips and tricks that anyone would like to pass along that have worked well for you?  Also anything you tried that has not.

 

Karen Stuhlfeier

I created a test action track that I assigned to my record in RE. It really helped to see how the process works. I also took a Blackbaud class on creating action tracks that was very useful.

 

Faith Murray

It's useful to note that you can't "Global Add" or "Global Change" Action tracks, just individual Actions. So in order to add Action Tracks in bulk, you would need to first create a query of the individuals and then use the Action Track Wizard to add them.

Donna Hren

Faith Murray:

It's useful to note that you can't "Global Add" or "Global Change" Action tracks, just individual Actions. So in order to add Action Tracks in bulk, you would need to first create a query of the individuals and then use the Action Track Wizard to add them.

Thanks for the tip!  Very good information to know up front.