Action Notes vs Proposal Notes

Options
Howard Marmorstein
Howard Marmorstein ✭
Ancient Membership Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussion
Where do you store Notes related to a Proposal and/or Actions?  We seem to have stored them both on the Action and on the Proposal themselves and now wish to be consistent.



Thoughts?
Tagged:

Comments

  • Stephanie Ulmer
    Stephanie Ulmer ✭
    Ancient Membership Facilitator 2 Photogenic
    We store them on the action and then link the proposal to the action. If everything is linked, it is very easy to go through and pass to the other tab
  • Sunshine Reinken Watson
    Sunshine Reinken Watson ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    I record it as a proposal note it is something specific to the proposal that we might want to show in our query of proposals. It wouldn't hurt to double record it in both places if it is important information.
  • John Heizer
    John Heizer ✭
    Ancient Membership Facilitator 3 Photogenic
    We use both.  If the information is related to that specific Action (text of an email, notes on a phone call, etc.) the Note goes on the Action record.  If the information is about the general Proposal (information about what we're asking for, etc.) then the Note goes on the Proposal record.

Categories