Add or Edit Actions
Actions track the interactions and tasks required to cultivate relationships with
meeting
phone call or text message
email, direct message, or online interaction
letter or mailing
task.
To learn more about action records, which is where actions are recorded, see Action records. For information about managing action records, see Manage a Single Action and Manage Multiple Actions.
Add an Action
For the constituent
From a list of constituents
From a list of actions, select Add action and search for the constituent to add the action to.
From the constituent's record, select Add action under Actions or on their full list of actions.
From the opportunity's record, select Add action under Actions.
Select the type of action to add.
From Type, select any additional detail your organization tracks to categorize actions, such as Inquiry or Thank You. For more information, see Action Categories and Types.
Select the action's priority, either High or Low.
Enter the date and time of the action. This can be in the past or in the future.
Enter any details or description of the action.
For a short description, less than 255 characters, enter it in the Summary field or Notes box.
For a longer description, enter a synopsis in the Summary field and then the full content in the Notes box.
Note: An action's summary appears with a see more link for the full content. If you don't enter a summary, the first 256 characters of the notes appear with the see more link.
Select one of the following, depending on the type of task:
Meeting action: select the location where the meeting was or will be held.
Phone call or text message action: select the phone number.
Email, direct message, or online interaction action: select the email address.
To download the appointment as a file you can use in your calendar, select Download appointment as file.
Select the status for the action, whether it is upcoming, completed, etc.
Tip: Your organization can set custom statuses for actions. For more information, see Action Statuses.
To track the direction of a phone call, email, or mail interaction, select whether it's Outbound to the constituent or Inbound from them to your organization.
Tip: The direction may help set the context of any follow-up interactions. For more information, see Action Details.
Under Assign to, search for and select who to assign the action to.
Tip: If you're the active fundraiser, the action's automatically assigned to you. To quickly assign it to someone else, select them from the suggested fundraisers next to Assign to.
For an action added to a constituent in support of an active opportunity, choose which one in the Opportunity field.
Under Attachments, attach or link to any files, such as a pictures or a contact report, about the action. For more information, see Attachments.
Under Custom fields, save any additional specialized information your organization tracks about actions. For more information, see Custom Fields.
Under Copy to, search for the constituent you want to copy the action to. For more information about copying actions, see Manage a Single Action.
Select Save.
You can specify whether to always download appointments as .ics files or automatically add them to Google Calendar or Microsoft Outlook 365. For more information, see Calendars.