raisers edge contact data entry

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Amanda Lovejoy
Amanda Lovejoy ✭
Eighth Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi does anyone have a good way of entering constituent contact around an event that they are willing to share?  The constituent may or may not become a participant.  I would like to track constituent contact points i.e. asking a constituent to speak at an event and log their response in a measurable way.  i.e. xyz asked to be speaker at z event, outcome:  declined no interest in school, declined - unavailable, declined - unavailable, booked next year etc.  I would like to run a query to measure year on year activity and responses around specific events.  I would also like to be able to track which constituents have already been asked, who needs chasing for a response......  Is this best created in the events tab or as an action track.  Advice appreciated. 
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  • Melissa S Graves
    Melissa S Graves ✭
    Ninth Anniversary Facilitator 3 Photogenic
    If you have the proposal tab I might use a proposal purpose for this. Ignore all the financial information but you can use the status tracking and use the event appeal/campaign on the proposal and track everything else in actions linked to the proposal and/or notes/attributes.
  • Christine Cooke 2
    Christine Cooke 2 ✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    Amanda Lovejoy:

    Hi does anyone have a good way of entering constituent contact around an event that they are willing to share?  The constituent may or may not become a participant.  I would like to track constituent contact points i.e. asking a constituent to speak at an event and log their response in a measurable way.  i.e. xyz asked to be speaker at z event, outcome:  declined no interest in school, declined - unavailable, declined - unavailable, booked next year etc.  I would like to run a query to measure year on year activity and responses around specific events.  I would also like to be able to track which constituents have already been asked, who needs chasing for a response......  Is this best created in the events tab or as an action track.  Advice appreciated. 

    My suggest would be to put those in Actions.  That way you could track the asked, reponse and all that in the Action Attributes and/or Action Notes

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