Action Categories and Types
To describe the channel of an interaction — such as Meeting , Phone call , Email , or Mail — or intent of an action — such as Task/Other , track its category.
As you build and maintain relationships with a constituent, you'll interact with them in various ways, such as by phone, face-to-face meetings, mailings, and email. To ensure an appropriate amount of communication with a constituent and to track the impact of those interactions, we recommend you plan and track these actions over the course of your relationship.
Tip: To increase the likelihood that an interaction results in a gift, have friends or associates of the constituent interact as fundraisers. For information, see Fundraisers.
The successful cultivation of a relationship
To further describe actions, your organization can also configure
To edit an action's category or type, select Edit action on its record or from its menu in a list of actions, choose its new category or type, and select Save.
Note: You can manage available types from Actions in Tables. For more information, see Tables.