CHAPTER 4CATEGORIZING THE ACTION

Raiser’s Edge Software Training

Categorizing the Action

Click on the “General” Tab to begin recording the action

General Tab

Categorizing the Action

Select the appropriate category Example: Phone Call, Meeting, Mailing, E-mail,

Talk/Other

Select Category

Here

Categorizing the Action

Specify the ActionPoint and click your mouse over the arrow

next to the “Action Type” category, this pulls down a drop down menu

Select which terms describe your action Example: Cultivation Call or Personal Call

Action Type Drop Down Menu