Scheduling Follow Up Phone Calls after an Action is made

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Hi All - Happy New Year from Sheffield, UK.

Just wondering if there is a way of scheduling a follow up call after an action is added without having to generate a separate action? Basicly we are posting packs out to our supporters( who request them) and want to schedule a follow up call for 5 days later - is there a way of doing this with just 1 action?

Thanks

Owen 

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  • Owen Gibson:

    Hi All - Happy New Year from Sheffield, UK.

    Just wondering if there is a way of scheduling a follow up call after an action is added without having to generate a separate action? Basicly we are posting packs out to our supporters( who request them) and want to schedule a follow up call for 5 days later - is there a way of doing this with just 1 action?

    Thanks

    Owen 

    The phone call is a separate action though, no?  Why don't you want to create a separate action record? 

    You could add the initial action, then query and report on those actions to pull them five days later.  You still won't have a record of the phone call though.  I guess you could add notes to the initial action mentioning that you made the follow up call.  Or you could just add another action.  [;)]

    You could also use action tracks to create the follow up action automatically.  That will help if having to enter additional actions is the issue here.

  • Owen Gibson:

    Hi All - Happy New Year from Sheffield, UK.

    Just wondering if there is a way of scheduling a follow up call after an action is added without having to generate a separate action? Basicly we are posting packs out to our supporters( who request them) and want to schedule a follow up call for 5 days later - is there a way of doing this with just 1 action?

    Thanks

    Owen 

     

    Hi, Owen.

     

    Sounds like the perfect reason to set up an action track.  With Action Tracks, action records can be automatically created based on the existence or completion of other actions.  More information on how to use them can be found in this Knowledgebase solution.

     

    It would generate a separate action, but would do so automatically based on the date of the pack posting and can even include a reminder.

     

    Have a good evening!

     

    Erin Parks, bCRE

    Support Education Trainer

    Blackbaud - Indianapolis

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