Constituent Action Types

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Shawn Murray
Shawn Murray
Ancient Membership Photogenic First Comment
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi All,


Would anyone be willing to share there list of Action Types?


Ours is extremely outdated and I am looking to streamline the action types.


Any guidance is appreciated.


Thanks,S

Shawn

shawnm@pitt.edu

814-362-7655
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  • Sunshine Reinken Watson
    Sunshine Reinken Watson Community All-Star
    Ancient Membership 1,000 Likes 500 Comments Photogenic
    I would like to move to only using 1, 2, 3, 4, and 5 for most things, but we aren't there yet. Our table:

    New Donor Packet

     
    Set up meeting

     
    1-Identification

     
    2-Research

     
    3-Cultivation

     
    4-Solicitation

     
    5-Stewardship

     
    Annual Report

     
    Event Invitation

     
    Event Misc.

     
    Grant Application

     
    Grant Meeting

     
    Grant Misc.

     
    Grant Progress Report (Not Required)

     
    Grant Progress Report (Required)

     
    Grant Proposal/LOI

     
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    Invoice

     
    Newsletter

     
    Personal Acknowledgement

     
    Sponsorship Request

     
    Thank You Call

     
    Third Party Event

     
    Tour

     
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  • Heather MacKenzie
    Heather MacKenzie
    Tenth Anniversary 1,000 Likes 1000 Comments Photogenic

    Shawn Murray:

    Hi All,


    Would anyone be willing to share there list of Action Types?


    Ours is extremely outdated and I am looking to streamline the action types.


    Any guidance is appreciated.


    Thanks,S

    Shawn

    shawnm@pitt.edu

    814-362-7655

    Mine is very similar to Sunshine's list, although we are doing a bit of the opposite direction and moving partially away from the 1 through 6 (we have 1 through 7).  LOL

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